Plan Ledger DOL Form 5500 · updated monthly

Rousselot, Inc.401(k)

ROUSSELOT, INC. 401(K) PROFIT SHARING PLAN · DUBUQUE, IA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Rousselot, Inc. reported $11,982 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,712 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 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 275th-largest of 878 plans among Iowa employers on file, and the 4,244th of 13,661 in manufacturing. In 2023, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has shrunk from 165 to 109 since 2022.

Plan summary
Net assets, end of year$32,366,647
Participants with balances230
Active participants109
Employer contributions$1,603,561
Employee contributions$1,392,051
Employer contribution per active participant$14,712
Average account balance$140,725
Benefits paid to participants$5,410,066
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 196 accts · $1.5M emplr
2023$32.4M · 230 accts · $1.6M emplr
2022$30.0M · 234 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,063
Investment management$8,919
Total administrative$11,982
The Rousselot, Inc. 401(k) match · 2023
Employer contribution per active participant$14,712
Median for plans this size$2,440
2024$15,721 per active participant
2023$14,712 per active participant
2022$9,744 per active participant

Rousselot, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,919
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,063

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$19,943 · 0.06%
2023$11,982 · 0.04%
2022$12,926 · 0.04%
Similar plansManufacturing · Iowa
Marshalltown Company IA$37.1M · 0.42%
Webber Metal Products, Inc. IA$36.1M · 0.25%
Dakota Red Corporation IA$32.0M · 0.44%
Mi-T-M Corporation IA$31.7M · 0.44%
Accu-Mold, LLC IA$30.6M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753029395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.