Plan Ledger DOL Form 5500 · updated monthly

Rose Acre Farms, Inc.401(k)

ROSE ACRE FARMS EMPLOYEES' 401(K) PLAN · SEYMOUR, IN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Rose Acre Farms, Inc. reported $152,695 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $624 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 0.13% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 151st-largest of 1,562 plans among Indiana employers on file, and the 41st of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 2,237 to 2,801 since 2022.

Plan summary
Net assets, end of year$100,378,665
Participants with balances994
Active participants2,801
Employer contributions$1,747,724
Employee contributions$4,106,369
Employer contribution per active participant$624
Average account balance$100,985
Benefits paid to participants$6,226,224
Plan auditUnmodified (clean) audit opinion
AuditorBLUE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$100.4M · 994 accts · $1.7M emplr
2023$86.8M · 919 accts · $1.7M emplr
2022$70.9M · 836 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,687
Investment management$103,008
Total administrative$152,695
The Rose Acre Farms, Inc. 401(k) match · 2024
Employer contribution per active participant$624
Median for plans this size$3,635
2024$624 per active participant
2023$748 per active participant
2022$661 per active participant

Rose Acre Farms, 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 · 20243
SHEPHERD FINANCIAL INVESTMENT · Investment advisory (plan)$88,955
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,712
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,054

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$152,695 · 0.16%
2023$109,563 · 0.14%
2022$102,808 · 0.13%
Same employer
Similar plansAgriculture, Forestry & Fishing · Indiana
Indiana Packers Corporation IN$104.9M · 0.04%
Remington Seeds, LLC. IN$65.3M · 0.08%
Envigo Rms, LLC IN$52.3M · 0.23%
Bridgeview Eye Partners IN$24.3M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351226426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.