Plan Ledger DOL Form 5500 · updated monthly

Von Roll USA, Inc.401(k)

VON ROLL USA, INC. SAVINGS PLAN · SCHENECTADY, NY · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Von Roll USA, Inc. reported $56,631 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,955 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 0.31% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,475th-largest of 5,648 plans among New York employers on file, and the 5,773rd of 13,661 in manufacturing. In 2023, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,836,569
Participants with balances191
Active participants149
Employer contributions$291,353
Employee contributions$815,911
Employer contribution per active participant$1,955
Average account balance$109,092
Benefits paid to participants$745,051
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $6K emplr
2024$18.3M · 178 accts · $309K emplr
2023$20.8M · 191 accts · $291K emplr
2022$17.1M · 186 accts · $258K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,506
Investment management$29,125
Total administrative$56,631
The Von Roll USA, Inc. 401(k) match · 2023
Employer contribution per active participant$1,955
Median for plans this size$2,440
2024$2,133 per active participant
2023$1,955 per active participant
2022$1,795 per active participant

Von Roll USA, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$29,125
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,506

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

Administrative cost history4
2025Not separately reported
2024$67,161 · 0.34%
2023$56,631 · 0.30%
2022$61,864 · 0.31%
Same employer
Similar plansManufacturing · New York
Anoplate Corporation NY$21.4M · 0.00%
Kris-Tech Wire Co., Inc. NY$21.3M · 0.24%
Wagner Hardwoods LLC NY$21.2M · 0.42%
Chapin International Inc. NY$20.9M · 0.28%
F. Schumacher & Co. NY$20.8M · 0.32%
Strippit, Inc. NY$20.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141700763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.