Plan Ledger DOL Form 5500 · updated monthly

Roller Die & Forming Co., Inc.401(k)

ROLLER DIE & FORMING CO., INC. PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Roller Die & Forming Co., Inc. reported $58,797 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,065 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 0.62% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kentucky (533rd of 871), and 9,592nd of 13,661 in manufacturing. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,177,526
Participants with balances295
Active participants251
Employer contributions$267,278
Employee contributions$711,872
Employer contribution per active participant$1,065
Average account balance$27,720
Benefits paid to participants$918,647
Plan auditUnmodified (clean) audit opinion
AuditorHARDING SHYMANSKI AND COMPANY PSC
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 295 accts · $267K emplr
2023$7.6M · 289 accts · $273K emplr
2022$6.5M · 285 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,811
Investment management$18,477
Audit (IQPA)$11,509
Total administrative$58,797
The Roller Die & Forming Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,065
Median for plans this size$1,313
2024$1,065 per active participant
2023$1,289 per active participant
2022$987 per active participant

Roller Die & Forming Co., Inc.'s 2024 employer contribution ran below 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,811
SHEPHERD FINANCIAL INVESTMENT · Investment advisory (plan)$18,477
CHERRY BEKAERT LLP · Accounting / audit$11,509

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$58,797 · 0.74%
2023$54,994 · 0.78%
2022$44,251 · 0.62%
Same employer
Similar plansManufacturing · Kentucky
C & B Marine, LLC KY$8.5M · 0.88%
Tente Casters, Inc. KY$8.4M · 0.01%
Bando USA, Inc. KY$8.1M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610487300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.