Plan Ledger DOL Form 5500 · updated monthly

Rosin Optical Company, Inc.401(k)

ROSIN OPTICAL COMPANY, INC. RETIREMENT PLAN · BERWYN, IL · plan year 2022

Reported admin expense ratio · 2022
0.70%

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

Rosin Optical Company, Inc. reported $27,819 in plan administrative expenses for 2022: 0.70% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,130th of 3,702), and 8,762nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,703,238
Participants with balances77
Active participants152
Employer contributions$0
Employee contributions$400,214
Employer contribution per active participant$0
Average account balance$48,094
Benefits paid to participants$89,350
Plan auditDisclaimer of opinion
AuditorO'NEILL & GASPARDO, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,169
Professional / advisory$650
Total administrative$27,819
The Rosin Optical Company, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Rosin Optical Company, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,819 · 0.70%
Same employer
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Kos Services, LLC IL$3.8M · 0.83%
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Right at School LLC IL$3.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362608092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.