Plan Ledger DOL Form 5500 · updated monthly

Roedel Companies, LLC401(k)

ROEDEL COMPANIES, LLC 401(K) PLAN · WILTON, NH · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Roedel Companies, LLC reported $1,550 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $919 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 0.04% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New Hampshire (334th of 411), and the 908th of 2,240 in accommodation & food services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 249 to 193 since 2022.

Plan summary
Net assets, end of year$4,788,470
Participants with balances113
Active participants193
Employer contributions$177,349
Employee contributions$337,552
Employer contribution per active participant$919
Average account balance$42,376
Benefits paid to participants$377,722
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 113 accts · $177K emplr
2023$4.2M · 110 accts · $168K emplr
2022$3.8M · 113 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,550
Total administrative$1,550
The Roedel Companies, LLC 401(k) match · 2024
Employer contribution per active participant$919
Median for plans this size$1,313
2024$919 per active participant
2023$728 per active participant
2022$582 per active participant

Roedel Companies, LLC's 2024 employer contribution ran below 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 · 20241
VOYA RETIREMENT INS & ANNUITY CO · Investment advisory (plan) · Other services$1,550

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$1,550 · 0.03%
2023$1,650 · 0.04%
2022$1,800 · 0.04%
Same employer
Similar plansAccommodation & Food Services · New Hampshire
Cafe Services, Inc. NH$12.5M · 0.90%
Great American Dining NH$9.1M · 0.61%
The Napoli Group, LLC NH$7.2M · 0.88%
Wiley Management, Inc. NH$2.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020520250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.