Plan Ledger DOL Form 5500 · updated monthly

Rocky Brands, Inc.401(k)

ROCKY BRANDS, INC. 401(K) PLAN AND TRUST · NELSONVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Rocky Brands, Inc. reported $83,321 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,729 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 3 years on file its reported administrative ratio has held roughly steady near 0.21%. 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 759th-largest of 3,295 plans among Ohio employers on file, and the 3,614th of 13,661 in manufacturing. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has shrunk from 575 to 490 since 2022.

Plan summary
Net assets, end of year$40,929,428
Participants with balances661
Active participants490
Employer contributions$1,337,445
Employee contributions$2,233,590
Employer contribution per active participant$2,729
Average account balance$61,920
Benefits paid to participants$7,555,441
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 661 accts · $1.3M emplr
2023$39.9M · 658 accts · $1.5M emplr
2022$38.0M · 712 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,912
Investment management$23,409
Total administrative$83,321
The Rocky Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$2,729
Median for plans this size$2,416
2024$2,729 per active participant
2023$3,145 per active participant
2022$2,895 per active participant

Rocky Brands, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$74,370
EVERHART FINANCIAL GROUP INC · Investment management$8,950
CHARLES SCHWAB & CO., INC. · Securities brokerage$78

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$83,321 · 0.21%
2023$73,398 · 0.19%
2022$80,611 · 0.20%
Same employer
Similar plansManufacturing · Ohio
Jefferson Industries Corp. OH$42.5M · 0.02%
Smithers-Oasis Company OH$42.1M · 0.09%
Norman Noble, Inc. OH$42.0M · 0.31%
Rudolph Foods Company, Inc. OH$40.8M · 0.44%
Storopack, Inc. OH$39.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311364046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.