Plan Ledger DOL Form 5500 · updated monthly

Rotork Controls, Inc.401(k)

ROTORK 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Rotork Controls, Inc. reported $27,140 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,553 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 0.12% to 0.05%. 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 1,329th-largest of 5,648 plans among New York employers on file, and the 3,066th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 334 to 420 since 2022.

Plan summary
Net assets, end of year$51,932,389
Participants with balances563
Active participants420
Employer contributions$1,492,170
Employee contributions$2,704,138
Employer contribution per active participant$3,553
Average account balance$92,242
Benefits paid to participants$6,612,233
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$51.9M · 563 accts · $1.5M emplr
2023$47.7M · 547 accts · $1.4M emplr
2022$45.3M · 536 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,051
Investment management$12,089
Total administrative$27,140
The Rotork Controls, Inc. 401(k) match · 2024
Employer contribution per active participant$3,553
Median for plans this size$2,416
2024$3,553 per active participant
2023$3,498 per active participant
2022$3,627 per active participant

Rotork Controls, Inc.'s 2024 employer contribution ran above 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
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$12,089

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$27,140 · 0.05%
2023$19,488 · 0.04%
2022$63,628 · 0.12%
Same employer
Similar plansManufacturing · New York
L & J.G. Stickley, Inc. NY$53.4M · 0.10%
Oliver Packaging, LLC NY$53.3M · 0.35%
Apple Rubber Products, Inc. NY$53.3M · 0.24%
Car-Freshner Corporation NY$51.0M · 0.15%
Materne North America Corp. NY$50.9M · 0.37%
Mana Products, Inc. NY$50.4M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 112135246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.