Plan Ledger DOL Form 5500 · updated monthly

Rollings Funeral Service, Inc.401(k)

ROLLINGS FUNERAL SERVICE 401(K) PLAN · TYRONE, GA · plan year 2025

Reported admin expense ratio · 2025
0.98%

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

Rollings Funeral Service, Inc. reported $48,447 in plan administrative expenses for 2025: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $295 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 fell from 1.43% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,574th of 2,160), and 2,219th of 3,341 in other services. In 2025, employees put in $4.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,549,068
Participants with balances161
Active participants514
Employer contributions$151,776
Employee contributions$700,480
Employer contribution per active participant$295
Average account balance$34,466
Benefits paid to participants$570,590
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$5.5M · 161 accts · $152K emplr
2024$4.4M · 159 accts · $161K emplr
2023$2.9M · 159 accts · $180K emplr
2022$1.2M · 146 accts · $144K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$35,776
Investment management$12,671
Total administrative$48,447
The Rollings Funeral Service, Inc. 401(k) match · 2025
Employer contribution per active participant$295
Median for plans this size$1,464
2025$295 per active participant
2024$263 per active participant
2023$443 per active participant
2022$304 per active participant

Rollings Funeral Service, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$18,366
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$17,410
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$12,671

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

Recordkeeper by year3
2025ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history4
2025$48,447 · 0.98%
2024$39,098 · 1.07%
2023$31,056 · 1.49%
2022$11,351 · 1.43%
Same employer
Similar plansOther Services · Georgia
WELL5ASSOCIATES, LLC GA$5.9M · 1.37%
Keh Inc GA$4.6M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030410732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.