Plan Ledger DOL Form 5500 · updated monthly

Roechling Medical Rochester, L.P.401(k)

ROECHLING MEDICAL 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Roechling Medical Rochester, L.P. reported $100,404 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,240 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 fell from 0.48% to 0.42%. 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 2,193rd-largest of 5,648 plans among New York employers on file, and the 5,104th of 13,661 in manufacturing. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,128,437
Participants with balances517
Active participants462
Employer contributions$572,955
Employee contributions$1,874,995
Employer contribution per active participant$1,240
Average account balance$48,604
Benefits paid to participants$2,952,539
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 517 accts · $573K emplr
2023$22.5M · 495 accts · $556K emplr
2022$18.9M · 488 accts · $521K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,404
Total administrative$100,404
The Roechling Medical Rochester, L.P. 401(k) match · 2024
Employer contribution per active participant$1,240
Median for plans this size$2,416
2024$1,240 per active participant
2023$1,150 per active participant
2022$1,071 per active participant

Roechling Medical Rochester, L.P.'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$92,368
ASCENSUS · Contract administrator · Other services$8,036
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHORE ADVISORS LLC · Investment advisory (plan)indirect comp

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$100,404 · 0.42%
2023$84,615 · 0.41%
2022$100,011 · 0.48%
Same employer
Similar plansManufacturing · New York
Century Mold Co., Inc. NY$25.6M · 0.50%
Raulli and Sons, Inc. NY$25.6M · 0.07%
Crosman Corporation NY$25.5M · 0.47%
Diamond Packaging, Inc. NY$25.1M · 0.05%
Darktrace Inc NY$24.8M · 0.41%
Westpoint Home LLC NY$24.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455284944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.