Plan Ledger DOL Form 5500 · updated monthly

Roki America Co., LTD401(k)

ROKI AMERICA CO., LTD. 401(K) RETIREMENT PLAN · FINDLAY, OH · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Roki America Co., LTD reported $40,593 in plan administrative expenses for 2023: 0.32% of average plan assets, above the peer median. Employer contributions averaged $808 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 0.32% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,705th of 3,295), and 7,575th of 13,661 in manufacturing. In 2023, employees put in $5.09 for every $1.00 the employer contributed; active participation has shrunk from 210 to 180 since 2022.

Plan summary
Net assets, end of year$13,430,594
Participants with balances245
Active participants180
Employer contributions$145,392
Employee contributions$740,414
Employer contribution per active participant$808
Average account balance$54,819
Benefits paid to participants$1,402,251
Plan auditUnmodified (clean) audit opinion
AuditorSCHNEIDER DOWNS & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 273 accts · $146K emplr
2023$13.4M · 245 accts · $145K emplr
2022$12.0M · 271 accts · $171K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,492
Audit (IQPA)$5,101
Total administrative$40,593
The Roki America Co., LTD 401(k) match · 2023
Employer contribution per active participant$808
Median for plans this size$2,440
2024$642 per active participant
2023$808 per active participant
2022$815 per active participant

Roki America Co., LTD's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,492
ROKI AMERICA CO. LTD. · Accounting / audit$5,101
SCHNEIDER DOWNS · Accounting / auditindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$37,467 · 0.28%
2023$40,593 · 0.32%
2022$41,919 · 0.32%
Same employer
Similar plansManufacturing · Ohio
Bullen Ultrasonics, Inc. OH$13.5M · 0.36%
Ferragon Corporation OH$13.5M · 0.32%
Canberra Corporation OH$13.5M · 0.44%
Projects Unlimited Inc. OH$13.4M · 0.01%
Mp Biomedicals, Inc. OH$13.3M · 0.52%
Jr Manufacturing, Inc. OH$13.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311282544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.