Plan Ledger DOL Form 5500 · updated monthly

Roland Corporation U.S.401(k)

ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Roland Corporation U.S. reported $117,553 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,491 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 0.26% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,428th-largest of 9,483 plans among California employers on file, and the 1,196th of 4,246 in wholesale trade. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,264,497
Participants with balances260
Active participants186
Employer contributions$463,318
Employee contributions$1,462,613
Employer contribution per active participant$2,491
Average account balance$131,787
Benefits paid to participants$3,385,520
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 260 accts · $463K emplr
2023$31.3M · 249 accts · $483K emplr
2022$27.6M · 258 accts · $479K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,873
Investment management$8,401
Total administrative$117,553
The Roland Corporation U.S. 401(k) match · 2024
Employer contribution per active participant$2,491
Median for plans this size$2,416
2024$2,491 per active participant
2023$2,699 per active participant
2022$2,753 per active participant

Roland Corporation U.S.'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
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$63,279
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,873
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,401

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$117,553 · 0.36%
2023$44,872 · 0.15%
2022$80,790 · 0.26%
Same employer
Similar plansWholesale Trade · California
The Inside Source, Inc. CA$34.9M · 0.49%
Maxon Industries, Inc. CA$34.8M · 0.41%
World Variety Produce, Inc. CA$34.6M · 0.02%
Synamedia Americas LLC CA$34.5M · 0.05%
Mission Produce, Inc. CA$33.8M · 0.29%
Pentland USA, Inc. CA$33.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952771721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.