Plan Ledger DOL Form 5500 · updated monthly

Roe Dental Laboratory, Inc.401(k)

ROE DENTAL LABORATORY, INC. 401(K) AND PROFIT SHARING PLAN · INDEPENDENCE, OH · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Roe Dental Laboratory, Inc. reported $65,064 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,359 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 0.05% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,106th of 3,295), and 9,312th of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 187 to 217 since 2022.

Plan summary
Net assets, end of year$8,822,530
Participants with balances165
Active participants217
Employer contributions$294,872
Employee contributions$575,840
Employer contribution per active participant$1,359
Average account balance$53,470
Benefits paid to participants$509,396
Plan auditUnmodified (clean) audit opinion
AuditorHOBE & LUCAS CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 165 accts · $295K emplr
2023$7.5M · 153 accts · $280K emplr
2022$6.7M · 141 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,028
Investment management$34,036
Total administrative$65,064
The Roe Dental Laboratory, Inc. 401(k) match · 2024
Employer contribution per active participant$1,359
Median for plans this size$1,313
2024$1,359 per active participant
2023$1,489 per active participant
2022$1,231 per active participant

Roe Dental Laboratory, Inc.'s 2024 employer contribution ran above 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 · 20243
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$21,307
TRANSAMERICA FINANCIAL LIFE INS. CO · Recordkeeping · Loan processing$9,721
RAYMOND JAMES FIN. SERVICES ADVISOR · Investment advisory (plan)$34,036

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$65,064 · 0.80%
2023$27,553 · 0.39%
2022$3,583 · 0.05%
Same employer
Similar plansManufacturing · Ohio
The Freeport Press, Inc. OH$8.9M · 0.91%
Nemco, Inc. OH$8.9M · 0.42%
Blue Label Packaging Co. OH$8.8M · 0.87%
T. Marzetti Company OH$8.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341239101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.