Plan Ledger DOL Form 5500 · updated monthly

Rotella's Italian Bakery, Inc.401(k)

ROTELLA'S ITALIAN BAKERY, INC. PROFIT SHARING 401(K) PLAN · LA VISTA, NE · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Rotella's Italian Bakery, Inc. reported $111,925 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $297 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 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 242nd-largest of 565 plans among Nebraska employers on file, and the 5,817th of 13,661 in manufacturing. In 2024, employees put in $7.79 for every $1.00 the employer contributed; active participation has grown from 384 to 503 since 2022.

Plan summary
Net assets, end of year$20,625,171
Participants with balances189
Active participants503
Employer contributions$149,189
Employee contributions$1,161,444
Employer contribution per active participant$297
Average account balance$109,128
Benefits paid to participants$1,114,901
Plan auditUnmodified (clean) audit opinion
AuditorDEBOER & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 189 accts · $149K emplr
2023$18.2M · 197 accts · $181K emplr
2022$16.0M · 190 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,709
Investment management$67,216
Audit (IQPA)$11,000
Total administrative$111,925
The Rotella's Italian Bakery, Inc. 401(k) match · 2024
Employer contribution per active participant$297
Median for plans this size$2,416
2024$297 per active participant
2023$429 per active participant
2022$461 per active participant

Rotella's Italian Bakery, Inc.'s 2024 employer contribution ran below the $2,416 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
CAPFINANCIAL PARTNERS · Investment advisory (plan)$67,216
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$33,714
DEBOER & ASSOCIATES, PC · Accounting / audit$11,000

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$111,925 · 0.58%
2023$101,429 · 0.59%
2022$96,746 · 0.55%
Same employer
Similar plansManufacturing · Nebraska
T-L Irrigation Co. NE$31.8M · 0.24%
Global Industries, Inc. NE$31.1M · 0.36%
Elemental Scientific, Inc. NE$22.2M · 0.35%
Tmco, Inc NE$19.6M · 0.39%
Pce Inc NE$19.4M · 0.36%
Monolith Materials, Inc. NE$18.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470489748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.