Recordkeeping fees per participantheadline
$56.93
10th: $10.53median $83.9490th: $217.08
Higher than 39% of the 14,075 plans $10 to 50M that report it.
Source
= $9,621 / 169
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250909074907NAL0020062321001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909074907NAL0020062321001, received 2025-09-09
Administrative expenses excluding investment management, per participant
$140.32
10th: $15.36median $118.8890th: $340.63
Higher than 58% of the 24,371 plans $10 to 50M that report it.
Source
= $23,714 / 169
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250909074907NAL0020062321001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909074907NAL0020062321001, received 2025-09-09
Administrative expenses per participant
$140.32
10th: $26.86median $197.2590th: $456.10
Higher than 36% of the 25,098 plans $10 to 50M that report it.
Source
= $23,714 / 169
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909074907NAL0020062321001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909074907NAL0020062321001, received 2025-09-09
Administrative expenses as a share of assets
0.081%
10th: 0.035%median 0.289%90th: 0.599%
Higher than 18% of the 25,132 plans $10 to 50M that report it.
Source
= $23,714 / $29,261,744
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909074907NAL0020062321001, received 2025-09-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250909074907NAL0020062321001, received 2025-09-09
Employer contributions per participant
$5,303
10th: $664median $2,07490th: $4,751
Higher than 92% of the 24,050 plans $10 to 50M that report it.
Source
= $896,238 / 169
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909074907NAL0020062321001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909074907NAL0020062321001, received 2025-09-09
Employer share of total contributions
47.6%
10th: 13.1%median 27.9%90th: 45.2%
Higher than 92% of the 24,084 plans $10 to 50M that report it.
Source
= $896,238 / $1,882,014
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909074907NAL0020062321001, received 2025-09-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250909074907NAL0020062321001, received 2025-09-09
Sponsor name as filed: ROCK OF AGES CORPORATION; SEC registrant: ROCK OF AGES CORP (CIK 84581, matched by EIN).