Plan Ledger DOL Form 5500 · updated monthly

Rozell Industries, Inc.401(k)

ROZELL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN · QUEENSBURY, NY · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Rozell Industries, Inc. reported $50,007 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $2,107 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 construction employers. By assets it is among the smaller plans on file in New York (3,898th of 5,648), and 3,367th of 5,337 in construction. In 2022, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,146,505
Participants with balances79
Active participants80
Employer contributions$168,596
Employee contributions$337,708
Employer contribution per active participant$2,107
Average account balance$103,120
Benefits paid to participants$1,100,236
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
The Rozell Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$2,107
Median for plans this size$1,114

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

Administrative cost history1
2022$50,007 · 0.52%
Similar plansConstruction · New York
Granite Comfort LP NY$8.9M · 0.96%
Tsc Construction LLC NY$6.9M · 0.91%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 141808537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.