Plan Ledger DOL Form 5500 · updated monthly

R.T.G. Furniture Corp. & Affiliates401(k)

R.T.G. FURNITURE CORP. & AFFILIATES 401(K) PLAN · SEFFNER, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

R.T.G. Furniture Corp. & Affiliates reported $278,955 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $450 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 fell from 0.12% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 121st-largest of 3,644 plans among Florida employers on file, and the 156th of 5,215 in retail trade. In 2024, employees put in $5.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$319,400,115
Participants with balances5,340
Active participants9,789
Employer contributions$4,403,971
Employee contributions$22,744,458
Employer contribution per active participant$450
Average account balance$59,813
Benefits paid to participants$25,614,452
Plan auditUnmodified (clean) audit opinion
AuditorACCELL CPA & ASSOCIATES , P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$319.4M · 5,340 accts · $4.4M emplr
2023$278.8M · 5,279 accts · $4.2M emplr
2022$234.6M · 5,059 accts · $4.1M emplr
The R.T.G. Furniture Corp. & Affiliates 401(k) match · 2024
Employer contribution per active participant$450
Median for plans this size$4,294
2024$450 per active participant
2023$412 per active participant
2022$417 per active participant

R.T.G. Furniture Corp. & Affiliates's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$287,615

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$278,955 · 0.09%
2023$239,382 · 0.09%
2022$304,134 · 0.12%
Same employer
Similar plansRetail Trade · Florida
Autonation, Inc. FL$1.3B · 0.16%
Southeastern Grocers LLC FL$941.2M · 0.09%
Southeastern Grocers LLC FL$914.1M · 0.11%
Amsi FL$442.5M · 0.31%
Chewy, Inc. FL$315.0M · 0.22%
Marinemax, Inc. FL$233.4M · 0.26%
Tbc Corporation FL$232.0M · 0.13%
Chico's Fas, Inc. FL$195.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593029388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.