Plan Ledger DOL Form 5500 · updated monthly

Rottinghaus Company, Inc.401(k)

ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN · LACROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Rottinghaus Company, Inc. reported $51,659 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $474 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 0.78% to 0.23%. 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 761st-largest of 1,936 plans among Wisconsin employers on file, and the 1,263rd of 5,215 in retail trade. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,743,152
Participants with balances377
Active participants687
Employer contributions$325,807
Employee contributions$715,147
Employer contribution per active participant$474
Average account balance$62,979
Benefits paid to participants$1,593,038
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 377 accts · $326K emplr
2023$21.8M · 410 accts · $384K emplr
2022$18.8M · 449 accts · $373K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,659
Total administrative$51,659
The Rottinghaus Company, Inc. 401(k) match · 2024
Employer contribution per active participant$474
Median for plans this size$2,416
2024$474 per active participant
2023$602 per active participant
2022$568 per active participant

Rottinghaus Company, 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 · 20246
401K SAFE, 3(16) LLC · Recordkeeping$14,850
BENEFIT PLANS PLUS · Recordkeeping$5,775
LBMC PC · Accounting / audit$13,800
NATIONWIDE · Investment advisory (participants)$7,334
OSAIC WEALTH INC · Investment advisory (participants)$6,727
PROACCOUNT · Investment advisory (participants)$3,173

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

Recordkeeper by year2
2024401K SAFE, 3(16) LLC, BENEFIT PLANS PLUS
2023401K SAFE, LLC, BENEFIT PLANS PLUS, Nationwide

This plan has changed recordkeepers within these filings. If you left Rottinghaus Company, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,659 · 0.23%
2023$159,784 · 0.79%
2022$168,334 · 0.78%
Same employer
Similar plansRetail Trade · Wisconsin
Broadway Enterprises, Inc. WI$26.1M · 0.15%
Tractor Central LLC WI$26.0M · 0.05%
Palmen Motors, Inc. WI$24.0M · 0.45%
The MD Group LLC WI$22.8M · 0.47%
River Country Co-Op WI$22.7M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930981410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.