Plan Ledger DOL Form 5500 · updated monthly

R N R Holiday Rv Inc.401(k)

R N R HOLIDAY RV INC. 401K RETIREMENT PLAN · LIBERTY LAKE, WA · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

R N R Holiday Rv Inc. reported $64,887 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $784 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 0.64% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Washington (1,089th of 1,714), and 2,681st of 5,215 in retail trade. In 2024, employees put in $6.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,684,481
Participants with balances139
Active participants150
Employer contributions$117,582
Employee contributions$801,342
Employer contribution per active participant$784
Average account balance$69,673
Benefits paid to participants$673,270
Plan auditUnmodified (clean) audit opinion
AuditorANASTASI MOORE MARTIN
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 139 accts · $118K emplr
2023$8.3M · 141 accts · $129K emplr
2022$7.2M · 148 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,164
Investment management$31,723
Total administrative$64,887
The R N R Holiday Rv Inc. 401(k) match · 2024
Employer contribution per active participant$784
Median for plans this size$1,313
2024$784 per active participant
2023$801 per active participant
2022$883 per active participant

R N R Holiday Rv Inc.'s 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$33,164
RBC CAPITAL MARKERS, LLC · Investment advisory (participants)$31,722

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$64,887 · 0.72%
2023$54,875 · 0.71%
2022$50,298 · 0.64%
Same employer
Similar plansRetail Trade · Washington
Roy Robinson Incorporated WA$10.4M · 0.86%
Valmark, Inc. WA$10.3M · 0.22%
Northsound Auto Group LLC WA$10.1M · 0.78%
Evolucion Innovations, Inc. WA$10.0M · 0.48%
Mid Columbia Forklift Inc WA$9.6M · 0.02%
Grizzly Industrial, Inc. WA$8.7M · 0.39%
Sunset Chevrolet, Inc. WA$8.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911453528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.