Plan Ledger DOL Form 5500 · updated monthly

Rodland Motor Company401(k)

RODLAND MOTOR COMPANY 401(K) PLAN · EVERETT, WA · plan year 2020

Reported admin expense ratio · 2020
0.31%

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

Rodland Motor Company reported $20,010 in plan administrative expenses for 2020: 0.31% of average plan assets, below the peer median. Employer contributions averaged $460 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 5 years on file its reported administrative ratio rose from 0.36% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Washington (1,253rd of 1,714), and 3,349th of 5,215 in retail trade. In 2020, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,606,975
Participants with balances54
Active participants79
Employer contributions$36,305
Employee contributions$125,649
Employer contribution per active participant$460
Average account balance$122,351
Benefits paid to participants$753,000
Plan auditDisclaimer of opinion
AuditorNATHAN WECHSLER & COMPANY, P.A.
Plan history5
Yearassets · accounts · employer contribution
2024$5.4M · 119 accts · $64K emplr
2023$5.2M · 100 accts · $101K emplr
2022$4.3M · 70 accts · $98K emplr
2020$6.6M · 54 accts · $36K emplr
2019$6.4M · 62 accts · $44K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$20,010
Total administrative$20,010
The Rodland Motor Company 401(k) match · 2020
Employer contribution per active participant$460
Median for plans this size$893
2024$708 per active participant
2023$1,012 per active participant
2022$888 per active participant
2020$460 per active participant
2019$601 per active participant

Rodland Motor Company's 2020 employer contribution ran below the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024PCS Retirement
2023ADP

This plan has changed recordkeepers within these filings. If you left Rodland Motor Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history5
2024$34,863 · 0.66%
2023$19,957 · 0.42%
2022$19,097 · 0.33%
2020$20,010 · 0.31%
2019$21,747 · 0.36%
Similar plansRetail Trade · Washington
Edge Construction Supply WA$7.2M · 0.51%
Vancouver Ford, Inc. WA$7.2M · 0.03%
Sound Ford, Inc WA$7.0M · 1.02%
Evergreen Ford WA$6.9M · 0.67%
Ziegler Lumber Company WA$6.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910223782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.