Plan Ledger DOL Form 5500 · updated monthly

Rotochopper, Inc.ESOP

ROTOCHOPPER, INC. FIRST RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · ST. MARTIN, MN · plan year 2025

Reported admin expense ratio · 2025
0.30%

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

Rotochopper, Inc. reported $86,694 in plan administrative expenses for 2025: 0.30% of average plan assets, above the peer median. Employer contributions averaged $917 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 fell from 0.48% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 689th-largest of 1,918 plans among Minnesota employers on file, and the 4,435th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$30,491,420
Participants with balances161
Active participants109
Employer contributions$100,000
Employee contributions—
Employer contribution per active participant$917
Average account balance$189,388
Benefits paid to participants$761,570
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$30.5M · 161 accts · $100K emplr
2024$26.9M · 159 accts · $100K emplr
2023$26.6M · 154 accts · $100K emplr
2022$21.3M · 144 accts · $100K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,368
Trustee / custodial$29,167
Total administrative$86,694
Employer contributions to the Rotochopper, Inc. plan · 2025
Employer contribution per active participant$917
Median for plans this size$2,666
2025$917 per active participant
2024$885 per active participant
2023$855 per active participant
2022$917 per active participant

Rotochopper, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20256
ARGENT TRUST COMPANY · Trustee$29,167
TRANSITION FINANCE STRATEGIES LLC$23,368
EIDE BAILLY, LLP · Accounting / audit$17,199
WIPFLI LLP · Valuation$16,960
POLSINELLI LAW FIRM · Legalindirect comp
KRIEG DEVAULT · Legalindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$86,694 · 0.30%
2024$84,669 · 0.32%
2023$120,432 · 0.50%
2022$103,043 · 0.48%
Same employer
Similar plansManufacturing · Minnesota
E.I. Microcircuits, Inc. MN$31.5M · 0.26%
United Sugars Corporation MN$31.4M · 0.08%
Teamvantage Buyer, LLC MN$31.0M · 0.38%
Retail Tech, Inc. MN$30.8M · 0.47%
Delkor Systems, Inc. MN$30.3M · 0.04%
Plastech Corporation MN$30.2M · 0.14%
Phillips & Temro Industries MN$29.9M · 0.04%
Miller Milling Company, LLC MN$29.2M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 392038403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.