Plan Ledger DOL Form 5500 · updated monthly

Rohde & Schwarz USA, Inc.401(k)

ROHDE & SCHWARZ , INC. SAVINGS PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rohde & Schwarz USA, Inc. reported $25,099 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,139 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 0.014% to 0.013%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 82nd-largest of 1,671 plans among Maryland employers on file, and the 1,123rd of 13,661 in manufacturing. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 667 to 737 since 2022.

Plan summary
Net assets, end of year$210,650,579
Participants with balances966
Active participants737
Employer contributions$5,998,136
Employee contributions$11,466,566
Employer contribution per active participant$8,139
Average account balance$218,065
Benefits paid to participants$19,798,168
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH + BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$210.7M · 966 accts · $6.0M emplr
2023$183.7M · 905 accts · $5.3M emplr
2022$146.6M · 804 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,864
Investment management$2,235
Total administrative$25,099
The Rohde & Schwarz USA, Inc. 401(k) match · 2024
Employer contribution per active participant$8,139
Median for plans this size$3,635
2024$8,139 per active participant
2023$7,149 per active participant
2022$7,175 per active participant

Rohde & Schwarz USA, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$22,864
OSAIC WEALTH, INC. · Investment advisory (plan)$2,235

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$25,099 · 0.01%
2023$21,300 · 0.01%
2022$21,897 · 0.01%
Same employer
Similar plansManufacturing · Maryland
The Esab Group, Inc. MD$222.0M · 0.10%
Emergent Biosolutions, Inc. MD$210.8M · 0.14%
Dvcc, LLC MD$184.5M · 0.05%
Fidelity Engineering, LLC MD$151.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112485528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.