Plan Ledger DOL Form 5500 · updated monthly

The Company of Rock House401(k)

ROCK HOUSE 401(K) SAVINGS PLAN · STEPHENVILLE, TX · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

The Company of Rock House reported $40,416 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. Employer contributions averaged $583 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 fell from 0.59% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,872nd of 5,688), and 7,497th of 11,911 in health care & social assistance. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,752,229
Participants with balances259
Active participants280
Employer contributions$163,173
Employee contributions$246,932
Employer contribution per active participant$583
Average account balance$22,209
Benefits paid to participants$1,436,761
Plan auditUnmodified (clean) audit opinion
AuditorPATTILLO, BROWN & HILL, L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 287 accts · $156K emplr
2023$5.5M · 285 accts · $149K emplr
2022$5.8M · 259 accts · $163K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,925
Investment management$37,491
Total administrative$40,416
The The Company of Rock House 401(k) match · 2022
Employer contribution per active participant$583
Median for plans this size$1,114
2024$533 per active participant
2023$537 per active participant
2022$583 per active participant

The Company of Rock House's 2022 employer contribution ran below 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 history3
2024$28,972 · 0.52%
2023$27,623 · 0.49%
2022$40,416 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Roseland Management, LLC TX$5.8M · 0.40%
Reliant at Home Midco LLC TX$5.5M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752416849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.