Plan Ledger DOL Form 5500 · updated monthly

Rosauers Supermarkets, Inc.401(k)

ROSAUERS SUPERMARKETS, INC. RETIREMENT PLAN · SPOKANE, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Rosauers Supermarkets, Inc. reported $166,093 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $901 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 fell from 0.29% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 215th-largest of 1,714 plans among Washington employers on file, and the 424th of 5,215 in retail trade. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 1,845 to 2,061 since 2022.

Plan summary
Net assets, end of year$84,333,656
Participants with balances1,648
Active participants2,061
Employer contributions$1,856,450
Employee contributions$3,477,917
Employer contribution per active participant$901
Average account balance$51,173
Benefits paid to participants$8,001,203
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.3M · 1,648 accts · $1.9M emplr
2023$76.1M · 1,503 accts · $1.7M emplr
2022$66.9M · 1,574 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,738
Investment management$153,355
Total administrative$166,093
The Rosauers Supermarkets, Inc. 401(k) match · 2024
Employer contribution per active participant$901
Median for plans this size$3,635
2024$901 per active participant
2023$1,066 per active participant
2022$873 per active participant

Rosauers Supermarkets, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LPL FINANCIAL LLC · Investment advisory (plan)$153,355
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,738

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$166,093 · 0.21%
2023$156,812 · 0.22%
2022$219,819 · 0.29%
Similar plansRetail Trade · Washington
Tvi, Inc. WA$127.7M · 0.38%
Gee Automotive Holdings, LLC WA$110.0M · 0.41%
Zones, Inc. WA$109.1M · 0.11%
Yoke's Foods, Inc. WA$95.9M · 0.00%
Ben Bridge Jeweler, Inc. WA$68.3M · 0.21%
Zumiez Inc WA$64.9M · 0.29%
Bowflex Inc. WA$60.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910582615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.