Plan Ledger DOL Form 5500 · updated monthly

R & B Wholesale Distributors Inc401(k)

R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

R & B Wholesale Distributors Inc reported $25,290 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,354 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 4,332nd-largest of 9,483 plans among California employers on file, and 2,335th of 4,246 in wholesale trade. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,391,795
Participants with balances146
Active participants190
Employer contributions$447,283
Employee contributions$983,471
Employer contribution per active participant$2,354
Average account balance$105,423
Benefits paid to participants$756,444
Plan auditUnmodified (clean) audit opinion
AuditorBAS PARTNERS LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,461
Investment management$22,829
Total administrative$25,290
The R & B Wholesale Distributors Inc 401(k) match · 2024
Employer contribution per active participant$2,354
Median for plans this size$2,416

R & B Wholesale Distributors Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UNITED PLANNERS FNCL SVCS OF AMERIC · Recordkeeping · Trustee$22,829
ADP, INC. · Loan processing · Recordkeeping$2,460
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UNITED PLANNERS FNCL SVCS OF AMERIC
2023ADP, UNITED PLANNERS FNCL SVCS OF AMERIC

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Administrative cost history1
2024$25,290 · 0.18%
All plans at this employer2
R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN401(k)
R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN401(k)
Same employer
Similar plansWholesale Trade · California
Progressive Produce LLC CA$15.8M · 0.02%
Giti Tire USA LTD. CA$15.7M · 0.23%
Giant Bicycle Inc CA$15.5M · 0.48%
Twin Med, LLC CA$15.5M · 0.63%
Winery Exchange, Inc. CA$15.2M · 0.51%
Green Farms California LLC CA$15.1M · 0.58%
Jimway, Inc. CA$15.1M · 0.43%
Hunt & Sons, Inc. CA$15.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953355162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.