Plan Ledger DOL Form 5500 · updated monthly

Roth Iga Foodliner, Inc.401(k)

ROTH IGA FOODLINER, INC. PROFIT SHARING PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Roth Iga Foodliner, Inc. reported $116,707 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,587 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 0.36% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 203rd-largest of 1,021 plans among Oregon employers on file, and the 718th of 5,215 in retail trade. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,521,357
Participants with balances1,171
Active participants537
Employer contributions$852,197
Employee contributions$962,934
Employer contribution per active participant$1,587
Average account balance$38,020
Benefits paid to participants$2,146,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.5M · 1,171 accts · $852K emplr
2023$39.3M · 1,338 accts · $781K emplr
2022$35.1M · 1,237 accts · $236K emplr
Administrative expenses, itemized · 2024
Investment management$85,186
Audit (IQPA)$16,521
Total administrative$116,707
The Roth Iga Foodliner, Inc. 401(k) match · 2024
Employer contribution per active participant$1,587
Median for plans this size$2,416
2024$1,587 per active participant
2023$1,389 per active participant
2022$417 per active participant

Roth Iga Foodliner, Inc.'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 · 20244
MORGAN STANLEY$83,618
AKT LLP · Accounting / audit$16,521
BARRAN LIEBMAN LLC · Legal$15,000
EMPOWER ADVISORY GROUP, LLC · Investment management$1,567

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$116,707 · 0.28%
2023$93,196 · 0.25%
2022$144,016 · 0.36%
Same employer
Similar plansRetail Trade · Oregon
Tec Equipment, Inc. OR$84.2M · 0.29%
New Seasons Market LLC OR$69.5M · 0.40%
Swickard Corporation OR$45.9M · 0.72%
Market of Choice, Inc. OR$39.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930506597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.