Plan Ledger DOL Form 5500 · updated monthly

Rogers Ford Sales, Inc.401(k)

ROGERS FORD SALES, INC. 401(K) PLAN · MIDLAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Rogers Ford Sales, Inc. reported $71,686 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,489 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 0.73% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,544th-largest of 5,688 plans among Texas employers on file, and the 2,017th of 5,215 in retail trade. In 2024, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,978,112
Participants with balances147
Active participants179
Employer contributions$266,552
Employee contributions$978,111
Employer contribution per active participant$1,489
Average account balance$95,089
Benefits paid to participants$505,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 147 accts · $267K emplr
2023$11.6M · 143 accts · $271K emplr
2022$9.4M · 155 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,103
Investment management$41,583
Total administrative$71,686
The Rogers Ford Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$1,489
Median for plans this size$2,416
2024$1,489 per active participant
2023$1,583 per active participant
2022$1,483 per active participant

Rogers Ford Sales, Inc.'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$30,102
STA BENEFITS, LTD · Investment advisory (plan)$41,583

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$71,686 · 0.56%
2023$62,640 · 0.60%
2022$74,602 · 0.73%
Same employer
Similar plansRetail Trade · Texas
Peoples Pharmacy, Inc. TX$14.8M · 0.35%
Fikes Wholesale Inc. TX$14.4M · 0.02%
Cantoni, LP TX$14.3M · 0.06%
Cooley Enterprises, Inc. TX$14.0M · 1.85%
G.E. Foodland, Inc. TX$13.9M · 0.04%
Shoppas Farm Supply Inc TX$13.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751541576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.