Employers › Rooney Holdings
Recordkeeping fees per participant · Rooney Holdings, Inc. 401(k) Savings Plan · plan year 2024
$57.05
Higher than 40% of the 5,847 plans $50 to 250M that report it.
= $150,088 / 2,631
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929113839NAL0015118915001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929113839NAL0015118915001, received 2025-09-29
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-09-29.
Administrative expenses excluding investment management, per participant
$85.36
Higher than 45% of the 8,758 plans $50 to 250M that report it.
= $224,574 / 2,631
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929113839NAL0015118915001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929113839NAL0015118915001, received 2025-09-29
Administrative expenses per participant
$101.13
Higher than 37% of the 9,042 plans $50 to 250M that report it.
= $266,062 / 2,631
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929113839NAL0015118915001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929113839NAL0015118915001, received 2025-09-29
Administrative expenses as a share of assets
0.176%
Higher than 63% of the 9,049 plans $50 to 250M that report it.
= $266,062 / $150,747,890
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929113839NAL0015118915001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929113839NAL0015118915001, received 2025-09-29
Employer contributions per participant
$1,407
Higher than 18% of the 9,105 plans $50 to 250M that report it.
= $3,701,410 / 2,631
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929113839NAL0015118915001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929113839NAL0015118915001, received 2025-09-29
Employer share of total contributions
22.7%
Higher than 27% of the 9,112 plans $50 to 250M that report it.
= $3,701,410 / $16,336,058
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929113839NAL0015118915001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929113839NAL0015118915001, received 2025-09-29
Plan terms are not published in public filings.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 2E profit-sharing · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929113839NAL0015118915001, received 2025-09-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ROONEY HOLDINGS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Plan name | ROONEY HOLDINGS, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Sponsor EIN / plan number | 73-1237809 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Sponsor location | TULSA, OK | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Industry (business code) | 236200, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Filing received | 2025-09-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Participants, beginning of year | 2,259 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Active participants | 1,950 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Participants, end of year | 2,832 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Participants with an account balance | 2,631 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Total assets, beginning of year | $129,998,790 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Total assets, end of year | $150,747,890 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Net assets, end of year | $150,747,890 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Total income | $33,727,084 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Net income | $20,749,100 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Employer contributions | $3,701,410 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Participant contributions | $10,269,102 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Other contributions (incl. rollovers) | $2,365,546 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Total contributions | $16,336,058 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Benefit payments | $12,707,631 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Total expenses (incl. benefit payments) | $12,977,984 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Total administrative expenses | $266,062 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Recordkeeping fees | $150,088 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Investment advisory and management fees | $41,488 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Administrative expenses excluding investment management | $224,574 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Held in mutual funds | $141,579,768 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929113839NAL0015118915001, received 2025-09-29 |
| Independent auditor | GRANTTHORNTON | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929113839NAL0015118915001, received 2025-09-29 |
Position = column in the DOL layout for form year 2024. Filing 20250929113839NAL0015118915001, received 2025-09-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $150,088 | yes |
| BROWN ADVISORY | CONSULTANT | 27 Investment advisory (plan) | $74,486 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $41,488 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929113839NAL0015118915001, received 2025-09-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $129,998,790 | $150,747,890 | 16.0% |
| Participants with a balance | 2,187 | 2,631 | 20.3% |
| Administrative expenses | $383,434 | $266,062 | -30.6% |
| Recordkeeping fees per participant | $62.68 | $57.05 | -9.0% |
| Employer contributions | $3,349,588 | $3,701,410 | 10.5% |
Prior filing 20240930094449NAL0003141667001, received 2024-09-30; the plan years are contiguous.
Sponsor name as filed: ROONEY HOLDINGS, INC.; SEC registrant: Rooney Holdings Inc (CIK 1411971, matched by EIN).