Plan Ledger DOL Form 5500 · updated monthly

Rommel Companies 401(K) Plan401(k)

ROMMEL COMPANIES 401(K) PLAN · LITITZ, PA · plan year 2023

Reported admin expense ratio · 2023
0.60%

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

Rommel Companies 401(K) Plan reported $261,548 in plan administrative expenses for 2023: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $703 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 0.45% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 866th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,130th of 5,337 in construction. In 2023, employees put in $6.72 for every $1.00 the employer contributed; active participation has grown from 596 to 659 since 2022.

Plan summary
Net assets, end of year$44,991,483
Participants with balances832
Active participants659
Employer contributions$463,385
Employee contributions$3,112,357
Employer contribution per active participant$703
Average account balance$54,076
Benefits paid to participants$6,527,458
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 579 accts · $313K emplr
2023$45.0M · 832 accts · $463K emplr
2022$42.1M · 839 accts · $563K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$99,000
Investment management$105,685
Audit (IQPA)$47,100
Total administrative$261,548
The Rommel Companies 401(K) Plan 401(k) match · 2023
Employer contribution per active participant$703
Median for plans this size$2,440
2024$866 per active participant
2023$703 per active participant
2022$945 per active participant

Rommel Companies 401(K) Plan'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 · 20233
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$98,947
RESOURCE INVESTMENT ADVISORS INC · Investment advisory (plan)$105,685
BDO USA, LLP · Accounting / audit$47,100

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$294,330 · 0.70%
2023$261,548 · 0.60%
2022$206,464 · 0.45%
Same employer
Similar plansConstruction · Pennsylvania
Sila Services, LLC PA$47.6M · 0.35%
Conewago Holdings, Inc. PA$46.3M · 0.24%
Mericle Construction, Inc. PA$46.2M · 0.33%
Remco, Inc. PA$45.4M · 0.33%
Myco Mechanical, Inc. PA$40.8M · 0.07%
Quandel Enterprises, LLC PA$39.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331055762 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.