Plan Ledger DOL Form 5500 · updated monthly

Rally House401(k)

RALLY HOUSE/SAMPLER STORES, INC. 401(K) PLAN · LENEXA, KS · plan year 2024

Reported admin expense ratio · 2024
1.27%

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

Rally House reported $59,310 in plan administrative expenses for 2024: 1.27% of average plan assets, higher than ~90% of peers. Employer contributions averaged $546 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 1.53% to 1.27%. 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 Kansas (630th of 828), and 3,581st of 5,215 in retail trade. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 435 to 944 since 2022.

Plan summary
Net assets, end of year$5,666,292
Participants with balances273
Active participants944
Employer contributions$515,555
Employee contributions$944,509
Employer contribution per active participant$546
Average account balance$20,756
Benefits paid to participants$203,059
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 273 accts · $516K emplr
2023$3.6M · 189 accts · $340K emplr
2022$2.4M · 153 accts · $147K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,040
Investment management$2,270
Total administrative$59,310
The Rally House 401(k) match · 2024
Employer contribution per active participant$546
Median for plans this size$1,313
2024$546 per active participant
2023$539 per active participant
2022$338 per active participant

Rally House's 2024 employer contribution ran below the $1,313 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 · 20243
TRANSAMERICA FINANCIAL LIFE INS. · Recordkeeping · Loan processing$37,344
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$19,696
TWO WEST CAPITAL ADVISORS · Pension consulting$2,270

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$59,310 · 1.27%
2023$43,464 · 1.44%
2022$34,895 · 1.53%
Same employer
Similar plansRetail Trade · Kansas
Cap Carpet, Inc. KS$6.9M · 0.42%
Queen Enterprises, LLC KS$6.6M · 0.71%
S & H Farm Supply, Inc. KS$6.1M · 0.54%
Zeck Motor Company KS$5.2M · 0.58%
Floersch Iga, Inc. KS$4.5M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481120606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.