Plan Ledger DOL Form 5500 · updated monthly

Rowley Company, LLC401(k)

ROWLEY COMPANY, LLC 401(K) PLAN · GASTONIA, NC · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Rowley Company, LLC reported $38,462 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,500 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,509th of 2,005), and 3,723rd of 4,246 in wholesale trade. In 2022, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,386,644
Participants with balances71
Active participants104
Employer contributions$155,948
Employee contributions$273,400
Employer contribution per active participant$1,500
Average account balance$61,784
Benefits paid to participants$439,081
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,516
Investment management$15,321
Professional / advisory$1,625
Total administrative$38,462
The Rowley Company, LLC 401(k) match · 2022
Employer contribution per active participant$1,500
Median for plans this size$1,114

Rowley Company, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$38,462 · 0.80%
Same employer
Similar plansWholesale Trade · North Carolina
Web-Don, Inc NC$4.7M · 0.77%
Systems Depot NC$4.6M · 0.04%
Brookwood Farms, Inc NC$4.4M · 0.14%
High Tower Group, LLC NC$4.3M · 0.57%
Afg Distribution Inc NC$4.3M · 0.60%
Buy Sod USA, LLC NC$4.2M · 0.07%
Keywell Metals, LLC NC$4.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260471750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.