Plan Ledger DOL Form 5500 · updated monthly

The Rosedale Group, Inc.401(k)

THE ROSEDALE GROUP, INC. 401(K) PLAN · DALTON, GA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

The Rosedale Group, Inc. reported $3,465 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $331 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 0.31% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,930th of 2,160), and 2,091st of 2,677 in transportation & warehousing. In 2024, employees put in $4.74 for every $1.00 the employer contributed; active participation has shrunk from 169 to 139 since 2022.

Plan summary
Net assets, end of year$2,114,480
Participants with balances476
Active participants139
Employer contributions$46,054
Employee contributions$218,370
Employer contribution per active participant$331
Average account balance$4,442
Benefits paid to participants$362,785
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CRUMP & ASSOCIATES, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 476 accts · $46K emplr
2023$1.9M · 138 accts · $52K emplr
2022$1.8M · 281 accts · $61K emplr
The The Rosedale Group, Inc. 401(k) match · 2024
Employer contribution per active participant$331
Median for plans this size$1,313
2024$331 per active participant
2023$355 per active participant
2022$358 per active participant

The Rosedale Group, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CAPITAL GROUP RETIREMENT PLAN SERVI · Recordkeeping$3,465

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERVI
2023CAPITAL GROUP RETIREMENT PLAN SERVI

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Administrative cost history3
2024$3,465 · 0.17%
2023$12,033 · 0.65%
2022$6,115 · 0.31%
Similar plansTransportation & Warehousing · Georgia
Tq Logistics, Inc. GA$2.4M · 0.41%
Stord Fulfillment, LLC GA$2.3M · 0.01%
Onl-Rbw Logistics GA$866K · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581649130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.