Plan Ledger DOL Form 5500 · updated monthly

Rothe Development, Inc.401(k)

ROTHE DEVELOPMENT, INC. 401(K) PLAN · WEBSTER, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Rothe Development, Inc. reported $48,466 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,793 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 rose from 0.36% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,504th-largest of 5,688 plans among Texas employers on file, and 6,754th of 11,654 in professional & technical services. In 2024, employees put in $3.09 for every $1.00 the employer contributed; active participation has grown from 173 to 314 since 2022.

Plan summary
Net assets, end of year$14,306,276
Participants with balances383
Active participants314
Employer contributions$563,014
Employee contributions$1,740,601
Employer contribution per active participant$1,793
Average account balance$37,353
Benefits paid to participants$1,007,415
Plan auditQualified audit opinion
AuditorDRDA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 383 accts · $563K emplr
2023$10.8M · 244 accts · $293K emplr
2022$8.2M · 192 accts · $214K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,593
Investment management$17,873
Total administrative$48,466
The Rothe Development, Inc. 401(k) match · 2024
Employer contribution per active participant$1,793
Median for plans this size$2,416
2024$1,793 per active participant
2023$1,262 per active participant
2022$1,237 per active participant

Rothe Development, 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$11,738
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$6,135

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$48,466 · 0.39%
2023$33,291 · 0.35%
2022$31,175 · 0.36%
Similar plansProfessional & Technical Services · Texas
Feditc, LLC TX$14.5M · 0.47%
Securonix, Inc. TX$14.4M · 0.05%
BP3 Global Incorporated TX$14.4M · 0.01%
On Computer Services, LLC TX$14.4M · 0.47%
A.S.C.I.B., L.P. TX$14.2M · 0.29%
Lanvera, LTD. TX$14.0M · 0.08%
Liaison Resources, LP TX$14.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741606784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.