Plan Ledger DOL Form 5500 · updated monthly

Rockler Companies, Inc.401(k)

ROCKLER COMPANIES, INC. 401(K) AND PROFIT SHARING PLAN · MEDINA, MN · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Rockler Companies, Inc. reported $62,015 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $793 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 rose from 0.07% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 665th-largest of 1,918 plans among Minnesota employers on file, and the 979th of 5,215 in retail trade. In 2024, employees put in $2.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,947,973
Participants with balances389
Active participants666
Employer contributions$528,461
Employee contributions$1,420,899
Employer contribution per active participant$793
Average account balance$82,128
Benefits paid to participants$5,938,484
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 389 accts · $528K emplr
2023$31.1M · 396 accts · $543K emplr
2022$29.6M · 360 accts · $507K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,256
Investment management$27,759
Total administrative$62,015
The Rockler Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$793
Median for plans this size$2,416
2024$793 per active participant
2023$758 per active participant
2022$713 per active participant

Rockler Companies, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,256
ALERUS RETIREMENT SOLUTION · Investment advisory (plan)$25,000

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

Administrative cost history3
2024$62,015 · 0.20%
2023$56,775 · 0.19%
2022$22,919 · 0.07%
Same employer
Similar plansRetail Trade · Minnesota
Apple Valley Ford, Inc. MN$33.9M · 0.05%
Astrup Drug, Inc. MN$33.7M · 0.29%
Twin City Hardware Company MN$33.4M · 0.07%
Warners Stellian Co., Inc. MN$32.2M · 0.29%
Running Supply, Inc. MN$31.6M · 0.33%
Hirshfield's, Inc. MN$31.1M · 0.24%
Abc Bus Companies, Inc. MN$29.7M · 0.47%
Metropolitan Corp. MN$29.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410758047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.