Plan Ledger DOL Form 5500 · updated monthly

S.W. Rodgers Company, Inc.401(k)

S.W. RODGERS CO., INC. 401(K)/PROFIT SHARING PLAN · GAINESVILLE, VA · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

S.W. Rodgers Company, Inc. reported $69,223 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,710 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 fell from 0.22% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 552nd-largest of 2,266 plans among Virginia employers on file, and the 1,178th of 5,337 in construction. In 2025, employees put in $1.96 for every $1.00 the employer contributed; active participation has shrunk from 235 to 204 since 2022.

Plan summary
Net assets, end of year$42,921,738
Participants with balances296
Active participants204
Employer contributions$552,823
Employee contributions$1,084,205
Employer contribution per active participant$2,710
Average account balance$145,006
Benefits paid to participants$5,830,972
Plan auditUnmodified (clean) audit opinion
AuditorYOUNT HYDE AND BARBOUR
Plan history4
Yearassets · accounts · employer contribution
2025$42.9M · 296 accts · $553K emplr
2024$41.4M · 291 accts · $540K emplr
2023$38.9M · 273 accts · $582K emplr
2022$33.1M · 302 accts · $630K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,223
Investment management$42,000
Total administrative$69,223
The S.W. Rodgers Company, Inc. 401(k) match · 2025
Employer contribution per active participant$2,710
Median for plans this size$2,666
2025$2,710 per active participant
2024$2,444 per active participant
2023$2,853 per active participant
2022$2,681 per active participant

S.W. Rodgers Company, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$42,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,223

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

Administrative cost history4
2025$69,223 · 0.16%
2024$96,034 · 0.24%
2023$91,445 · 0.25%
2022$83,470 · 0.22%
Same employer
Similar plansConstruction · Virginia
Groundworks Operations, LLC VA$62.5M · 0.38%
Pave America Interco, LLC VA$47.0M · 0.52%
Shockey Companies VA$41.8M · 0.00%
Adams Construction Company VA$41.4M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541141778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.