Plan Ledger DOL Form 5500 · updated monthly

Roevolution 226, LLC401(k)

ROEVOLUTION 226 PROFIT SHARING & 401(K) PLAN · BANNOCKBURN, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Roevolution 226, LLC reported $6,135 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,126 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (2,135th of 3,702), and 2,562nd of 4,246 in wholesale trade. In 2024, employees put in $4.15 for every $1.00 the employer contributed; active participation has shrunk from 164 to 144 since 2022.

Plan summary
Net assets, end of year$13,048,522
Participants with balances181
Active participants144
Employer contributions$306,165
Employee contributions$1,271,499
Employer contribution per active participant$2,126
Average account balance$72,091
Benefits paid to participants$2,460,657
Plan auditUnmodified (clean) audit opinion
AuditorMOWERY & SCHOENFELD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 181 accts · $306K emplr
2023$12.1M · 182 accts · $277K emplr
2022$10.0M · 181 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,135
Total administrative$6,135
The Roevolution 226, LLC 401(k) match · 2024
Employer contribution per active participant$2,126
Median for plans this size$2,416
2024$2,126 per active participant
2023$1,718 per active participant
2022$1,152 per active participant

Roevolution 226, LLC's 2024 employer contribution ran below 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 · 20244
ADP, INC. · Loan processing · Recordkeeping$6,135
ADP BROKER-DEALER · Other servicesindirect comp
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp
NORTHWESTERN MUTUAL INVESTMENT SERV · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$6,135 · 0.05%
2023$4,026 · 0.04%
2022$3,909 · 0.04%
Similar plansWholesale Trade · Illinois
Banner Solutions IL$13.8M · 0.39%
Capitol Group, Inc. IL$13.6M · 0.70%
McCann Industries, Inc. IL$13.1M · 0.67%
The Will Group, Inc. IL$12.9M · 0.55%
Hughes Enterprises, Inc. IL$12.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471716542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.