Plan Ledger DOL Form 5500 · updated monthly

Rouse Frets White Goss Gentile Rhodes, P.C.401(k)

ROUSE, P.C. SAVINGS & PROFIT SHARING PLAN · LEAWOOD, KS · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Rouse Frets White Goss Gentile Rhodes, P.C. reported $79,892 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $6,580 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 has held roughly steady near 0.240%. 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 187th-largest of 828 plans among Kansas employers on file, and the 3,680th of 11,654 in professional & technical services. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has shrunk from 98 to 87 since 2022.

Plan summary
Net assets, end of year$35,035,721
Participants with balances137
Active participants87
Employer contributions$572,486
Employee contributions$971,120
Employer contribution per active participant$6,580
Average account balance$255,735
Benefits paid to participants$3,124,975
Plan auditUnmodified (clean) audit opinion
AuditorMARKS NELSON LLC
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 137 accts · $572K emplr
2023$31.6M · 143 accts · $561K emplr
2022$29.3M · 130 accts · $586K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,200
Investment management$77,692
Total administrative$79,892
The Rouse Frets White Goss Gentile Rhodes, P.C. 401(k) match · 2024
Employer contribution per active participant$6,580
Median for plans this size$2,416
2024$6,580 per active participant
2023$6,682 per active participant
2022$5,981 per active participant

Rouse Frets White Goss Gentile Rhodes, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
CHARLES SCHWAB & CO., INC. · Investment advisory (plan)$36,509
WELLS FARGO ADVISORS · Investment advisory (plan)$30,975
FIDELITY INVESTMENTS · Investment advisory (plan)$7,813
UBS FINANCIAL SERVICES · Investment advisory (plan)$1,580

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$79,892 · 0.24%
2023$72,923 · 0.24%
2022$76,067 · 0.24%
Similar plansProfessional & Technical Services · Kansas
Unitedlex Corporation KS$39.2M · 0.19%
Mize Cpas, Inc. KS$36.4M · 0.41%
Allen, Gibbs & Houlik, L.C. KS$35.5M · 0.02%
Treanorhl, Inc. KS$35.4M · 0.02%
Kvc Health Systems, Inc. KS$30.4M · 0.27%
Mmgy Global, LLC KS$28.5M · 0.36%
Firemon, LLC. KS$26.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431706479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.