Plan Ledger DOL Form 5500 · updated monthly

Rocking Horse Ranch Operatingco LLC401(k)

ROCKING HORSE RANCH PROFIT SHARING AND 401K PLAN · HIGHLAND, NY · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Rocking Horse Ranch Operatingco LLC reported $38,848 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,210 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (4,769th of 5,648), and the 1,099th of 2,240 in accommodation & food services. In 2024, the employer put in $1.45 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,580,022
Participants with balances160
Active participants124
Employer contributions$150,000
Employee contributions$103,561
Employer contribution per active participant$1,210
Average account balance$22,375
Benefits paid to participants$174,717
Plan auditUnmodified (clean) audit opinion
AuditorPRAGER METIS CPA'S LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,330
Investment management$27,518
Total administrative$38,848
The Rocking Horse Ranch Operatingco LLC 401(k) match · 2024
Employer contribution per active participant$1,210
Median for plans this size$1,313

Rocking Horse Ranch Operatingco LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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
HELLER PENSION ASSOCIATES, INC · Recordkeeping · Pension consulting$11,330
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$6,861
WELLS FARGO$19,632
WELLS FARGO CLEARING SERVICES, LLC · Investment advisory (plan)$1,025

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

Administrative cost history1
2024$38,848 · 1.17%
Similar plansAccommodation & Food Services · New York
Mfpjjrt Enterprises, Inc. NY$3.7M · 0.90%
Goldbely, Inc. NY$3.6M · 0.17%
Cipriani USA Inc NY$3.6M · 0.62%
Van Jan Cabarets, Inc. NY$3.6M · 0.28%
Apple Metro, Inc. NY$3.5M · 0.72%
Inns of Aurora, LLC NY$3.4M · 1.73%
Pret a Manger (USA) LTD. NY$3.4M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990846577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.