401k Record

Employers › Rock of Ages

Rock of Ages 401(k)

Recordkeeping fees per participant · largest plan, Swenson Granite 401(k) Retirement Plan · plan year 2024

$56.93

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

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-09.

Largest plan, all six figures: Swenson Granite 401(k) Retirement Plan

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

Plan terms, as stated in Rock of Ages Corporation's SEC filings

Plan terms are described in Rock of Ages Corporation's SEC filings: Form 10-K filed 2010-03-31. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Swenson Granite 401(k) Retirement Plan$29,261,744169 $56.93 recordkeeping fees per participant2024
Swenson Granite Union 401(k) Plan$11,195,791150 $53.33 administrative expenses excl. investment management, per participant2024

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Sponsor name as filed: ROCK OF AGES CORPORATION; SEC registrant: ROCK OF AGES CORP (CIK 84581, matched by EIN).