Plan Ledger DOL Form 5500 · updated monthly

Rulon Company401(k)

EMPLOYEE BENEFIT PLAN OF RULON COMPANY · ST AUGUSTINE, FL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Rulon Company reported $2,147 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,087 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 0.029% to 0.031%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,059th of 3,644), and 3,433rd of 5,337 in construction. In 2024, employees put in $3.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,725,893
Participants with balances227
Active participants197
Employer contributions$214,227
Employee contributions$710,809
Employer contribution per active participant$1,087
Average account balance$34,035
Benefits paid to participants$118,308
Plan auditUnmodified (clean) audit opinion
AuditorDGPERRY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 227 accts · $214K emplr
2023$5.9M · 240 accts · $123K emplr
2022$4.4M · 212 accts
The Rulon Company 401(k) match · 2024
Employer contribution per active participant$1,087
Median for plans this size$1,313
2024$1,087 per active participant
2023$575 per active participant

Rulon Company's 2024 employer contribution ran below 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,999

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,147 · 0.03%
2023$1,240 · 0.02%
2022$1,350 · 0.03%
Same employer
Similar plansConstruction · Florida
Strada Services, LLC FL$8.1M · 1.13%
J. W. Cheatham, LLC FL$7.9M · 0.46%
P & S Paving, Inc. FL$7.7M · 0.90%
McS of Tampa, Inc. FL$7.7M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582337657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.