Plan Ledger DOL Form 5500 · updated monthly

Rollie Williams Paint Spot, Inc.401(k)

ROLLIE WILLIAMS PAINT SPOT, INC. 401(K) PROFIT SHARING PLAN · ELKHART, IN · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Rollie Williams Paint Spot, Inc. reported $40,954 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $927 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 3 years on file its reported administrative ratio has held roughly steady near 0.42%. 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 among the smaller plans on file in Indiana (874th of 1,562), and the 2,534th of 5,215 in retail trade. In 2024, employees put in $5.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,547,313
Participants with balances116
Active participants138
Employer contributions$127,953
Employee contributions$663,693
Employer contribution per active participant$927
Average account balance$90,925
Benefits paid to participants$746,041
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 116 accts · $128K emplr
2023$9.1M · 116 accts · $123K emplr
2022$8.1M · 120 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,954
Total administrative$40,954
The Rollie Williams Paint Spot, Inc. 401(k) match · 2024
Employer contribution per active participant$927
Median for plans this size$1,313
2024$927 per active participant
2023$885 per active participant
2022$866 per active participant

Rollie Williams Paint Spot, 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.

Administrative cost history3
2024$40,954 · 0.42%
2023$49,807 · 0.58%
2022$36,032 · 0.41%
Same employer
Similar plansRetail Trade · Indiana
Quality Structures, LLC IN$10.9M · 0.46%
Van Ausdall & Farrar Inc. IN$10.4M · 0.50%
Stoops Automotive Group IN$10.2M · 0.33%
Heritage Petroleum, LLC IN$10.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351162473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.