Plan Ledger DOL Form 5500 · updated monthly

Rowe Enterprises, Inc.401(k)

ROWE ENTERPRISES, INC. 401(K) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Rowe Enterprises, Inc. reported $32,102 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,806 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 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is the 606th-largest of 1,285 plans among Arizona employers on file, and 2,707th of 5,215 in retail trade. In 2024, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,604,201
Participants with balances209
Active participants167
Employer contributions$301,549
Employee contributions$863,782
Employer contribution per active participant$1,806
Average account balance$45,953
Benefits paid to participants$1,575,460
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 209 accts · $302K emplr
2023$8.7M · 225 accts · $313K emplr
2022$7.6M · 218 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,283
Investment management$1,819
Total administrative$32,102
The Rowe Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,806
Median for plans this size$1,313
2024$1,806 per active participant
2023$1,718 per active participant
2022$1,722 per active participant

Rowe Enterprises, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$30,283

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$32,102 · 0.35%
2023$31,299 · 0.39%
2022$27,893 · 0.34%
Similar plansRetail Trade · Arizona
Cbc Group, Inc. AZ$9.7M · 0.55%
Macpie, LLC AZ$9.6M · 0.68%
Watson Chevrolet, Inc. AZ$9.6M · 0.09%
Lawley Motors, LLC AZ$8.5M · 0.66%
Buffalo Exchange LTD. AZ$8.3M · 0.10%
Lush Cosmetics Inc. AZ$8.1M · 0.98%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860175332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.