Plan Ledger DOL Form 5500 · updated monthly

Rogers Motors, Inc.401(k)

ROGERS MOTORS, INC. PROFIT SHARING RETIREMENT PLAN · LEWISTON, ID · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Rogers Motors, Inc. reported $10,776 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,623 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 0.08% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is the 169th-largest of 349 plans among Idaho employers on file, and the 2,586th of 5,215 in retail trade. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 187 to 242 since 2022.

Plan summary
Net assets, end of year$10,261,627
Participants with balances167
Active participants242
Employer contributions$392,675
Employee contributions$971,955
Employer contribution per active participant$1,623
Average account balance$61,447
Benefits paid to participants$1,727,141
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 167 accts · $393K emplr
2023$9.7M · 154 accts · $401K emplr
2022$7.7M · 145 accts · $449K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,776
Total administrative$10,776
The Rogers Motors, Inc. 401(k) match · 2024
Employer contribution per active participant$1,623
Median for plans this size$1,313
2024$1,623 per active participant
2023$2,193 per active participant
2022$2,403 per active participant

Rogers Motors, Inc.'s 2024 employer contribution ran above 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 · 20244
DA DAVIDSON & CO · Investment advisory (plan)$39,276
EMPOWER ADVISORY GROUP · Investment management$10,118
RANDALL & HURLEY, INC. · Contract administrator$2,850

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$10,776 · 0.11%
2023$8,343 · 0.10%
2022$6,424 · 0.08%
Similar plansRetail Trade · Idaho
Ridley's Food Corporation ID$12.1M · 0.64%
Interstate Group LLC ID$11.3M · 0.65%
Country Supplier LLC ID$10.4M · 1.53%
Stinker Stores Inc. ID$10.1M · 0.16%
Etison, LLC ID$8.0M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820296127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.