Plan Ledger DOL Form 5500 · updated monthly

Rockford Manufacturing Company401(k)

ROCKFORD MANUFACTURING COMPANY SAVINGS PLAN · ROCKFORD, TN · plan year 2024

Reported admin expense ratio · 2024
0.50%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Rockford Manufacturing Company reported $91,818 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,219 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.60% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 580th-largest of 1,496 plans among Tennessee employers on file, and the 6,195th of 13,661 in manufacturing. In 2024, the employer put in $1.53 for every $1.00 employees contributed themselves; active participation has shrunk from 153 to 121 since 2022.

Plan summary
Net assets, end of year$18,652,893
Participants with balances128
Active participants121
Employer contributions$510,495
Employee contributions$333,961
Employer contribution per active participant$4,219
Average account balance$145,726
Benefits paid to participants$2,017,009
Plan auditUnmodified (clean) audit opinion
AuditorBROWN JAKE & MCDANIEL, PC
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 128 accts · $510K emplr
2023$18.3M · 135 accts · $531K emplr
2022$16.5M · 150 accts · $549K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,067
Investment management$64,892
Audit (IQPA)$8,500
Trustee / custodial$7,359
Total administrative$91,818
The Rockford Manufacturing Company 401(k) match · 2024
Employer contribution per active participant$4,219
Median for plans this size$2,416
2024$4,219 per active participant
2023$3,963 per active participant
2022$3,587 per active participant

Rockford Manufacturing Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NEWPORT GROUP, INC · Recordkeeping · Contract administrator$11,067
BUCKINGHAM STRATEGIC ADVISORS · Investment advisory (participants) · Investment advisory (plan)$64,892
BROWN JAKE & MCDANIEL, PC · Accounting / audit$8,500
NEWPORT GROUP, INC · Trustee$7,359

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,818 · 0.50%
2023$97,374 · 0.56%
2022$104,680 · 0.60%
Same employer
Similar plansManufacturing · Tennessee
Regent Holding Company, LLC TN$19.4M · 0.03%
The Vincit Company, LLC TN$19.2M · 1.04%
Rough Country, LLC TN$18.2M · 0.74%
Fillauer Companies, Inc. TN$18.0M · 0.42%
Neotiss, Inc. TN$17.7M · 0.00%
Mueller Streamline Company TN$17.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620342620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.