Plan Ledger DOL Form 5500 · updated monthly

Roger Cleveland Golf Co., Inc.401(k)

ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Roger Cleveland Golf Co., Inc. reported $99,377 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,689 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 3 years on file its reported administrative ratio has held roughly steady near 0.201%. 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 1,677th-largest of 9,483 plans among California employers on file, and the 2,988th of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 438 to 589 since 2022.

Plan summary
Net assets, end of year$53,790,075
Participants with balances657
Active participants589
Employer contributions$1,584,054
Employee contributions$3,095,126
Employer contribution per active participant$2,689
Average account balance$81,872
Benefits paid to participants$2,160,344
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.8M · 657 accts · $1.6M emplr
2023$45.0M · 556 accts · $1.4M emplr
2022$37.2M · 505 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,377
Investment management$46,000
Total administrative$99,377
The Roger Cleveland Golf Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,689
Median for plans this size$2,416
2024$2,689 per active participant
2023$2,884 per active participant
2022$2,689 per active participant

Roger Cleveland Golf Co., Inc.'s 2024 employer contribution ran above 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 · 20243
SFG RETIREMENT PLAN CONSULTING, LLC · Investment advisory (participants) · Investment advisory (plan)$46,000
PENSION BENEFITS UNLIMITED, INC. · Contract administrator · Plan administrator$6,039

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$99,377 · 0.20%
2023$82,102 · 0.20%
2022$77,899 · 0.20%
Same employer
Similar plansManufacturing · California
Impossible Foods, Inc. CA$55.3M · 0.28%
The Gill Corporation CA$55.1M · 0.03%
Caymus Vineyards CA$53.2M · 0.30%
Fluidmaster, Inc. CA$53.2M · 0.22%
Ebara Technologies, Inc. CA$53.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953838879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.