Plan Ledger DOL Form 5500 · updated monthly

Rotary Corporation401(k)

ROTARY CORPORATION 401(K) PROFIT SHARING PLAN · GLENNVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Rotary Corporation reported $128,153 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,797 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 703rd-largest of 2,160 plans among Georgia employers on file, and the 1,435th of 4,246 in wholesale trade. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,067,013
Participants with balances521
Active participants504
Employer contributions$905,557
Employee contributions$1,705,561
Employer contribution per active participant$1,797
Average account balance$53,871
Benefits paid to participants$4,889,798
Plan auditUnmodified (clean) audit opinion
AuditorHOLLAND, BROMLEY, BARNHILL & BRETT
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 521 accts · $906K emplr
2023$27.3M · 512 accts · $870K emplr
2022$24.0M · 542 accts · $842K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,522
Investment management$49,631
Total administrative$128,153
The Rotary Corporation 401(k) match · 2024
Employer contribution per active participant$1,797
Median for plans this size$2,416
2024$1,797 per active participant
2023$1,800 per active participant
2022$1,675 per active participant

Rotary Corporation's 2024 employer contribution ran below the $2,416 median for plans its size. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$75,219
ADVUS FINANCIAL PARTNERS · Investment advisory (plan)$52,934

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$128,153 · 0.46%
2023$120,415 · 0.47%
2022$121,354 · 0.45%
Same employer
Similar plansWholesale Trade · Georgia
Acella Pharmaceuticals, LLC GA$31.6M · 0.80%
Medicraft, Inc. GA$30.0M · 0.25%
Sebia, Inc GA$28.6M · 0.15%
B & D Industrial, Inc. GA$27.9M · 0.57%
Flint Equipment Company GA$27.5M · 0.20%
Stratix Corporation GA$25.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580959394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.