Plan Ledger DOL Form 5500 · updated monthly

Rosenbauer South Dakota, LLC401(k)

ROSENBAUER SOUTH DAKOTA, LLC 401(K) PROFIT SHARING PLAN · LYONS, SD · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Rosenbauer South Dakota, LLC reported $89,334 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,483 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 0.22% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 31st-largest of 233 plans among South Dakota employers on file, and the 2,754th of 13,661 in manufacturing. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 316 to 771 since 2022.

Plan summary
Net assets, end of year$60,362,361
Participants with balances767
Active participants771
Employer contributions$1,143,116
Employee contributions$3,159,920
Employer contribution per active participant$1,483
Average account balance$78,699
Benefits paid to participants$5,199,545
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.4M · 767 accts · $1.1M emplr
2023$52.1M · 806 accts · $1.2M emplr
2022$26.6M · 321 accts · $553K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,852
Investment management$79,482
Total administrative$89,334
The Rosenbauer South Dakota, LLC 401(k) match · 2024
Employer contribution per active participant$1,483
Median for plans this size$3,635
2024$1,483 per active participant
2023$1,700 per active participant
2022$1,749 per active participant

Rosenbauer South Dakota, LLC'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
EDWARD JONES · Investment advisory (plan)$79,482
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$9,852

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$89,334 · 0.16%
2023$72,651 · 0.18%
2022$63,921 · 0.22%
Same employer
Similar plansManufacturing · South Dakota
Amesbury Group, Inc. SD$129.2M · 0.19%
Sonifi Solutions, Inc. SD$95.2M · 0.20%
Trail King Industries, Inc. SD$68.1M · 0.04%
Raven Industries, Inc. SD$56.8M · 0.18%
Aerostar International, LLC SD$36.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460448012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.