Plan Ledger DOL Form 5500 · updated monthly

R.L. Schreiber, Inc.401(k)

R.L. SCHREIBER, INC. 401(K) PROFIT SHARING PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

R.L. Schreiber, Inc. reported $50,763 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,829 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 0.76% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,201st of 3,644), and 10,304th of 13,661 in manufacturing. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,748,509
Participants with balances111
Active participants100
Employer contributions$182,879
Employee contributions$366,226
Employer contribution per active participant$1,829
Average account balance$60,797
Benefits paid to participants$202,501
Plan auditUnmodified (clean) audit opinion
AuditorGILLIAM BELL MOSER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 111 accts · $183K emplr
2023$5.9M · 109 accts · $183K emplr
2022$5.7M · 109 accts · $180K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,763
Total administrative$50,763
The R.L. Schreiber, Inc. 401(k) match · 2024
Employer contribution per active participant$1,829
Median for plans this size$1,313
2024$1,829 per active participant
2023$1,966 per active participant
2022$1,833 per active participant

R.L. Schreiber, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
PROVENANCE WEALTH ADVISORS, LLC · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$50,763 · 0.80%
2023$47,541 · 0.82%
2022$52,814 · 0.76%
Same employer
Similar plansManufacturing · Florida
Lidworks, Co. FL$6.9M · 0.72%
Viva 5, LLC dba Growve FL$6.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591217903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.