Plan Ledger DOL Form 5500 · updated monthly

Rausch & Pausch, LP401(k)

RAPA, LP 401(K) RETIREMENT PLAN · AUBURN, AL · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Rausch & Pausch, LP reported $35,196 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,779 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 0.36% to 0.65%. 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 Alabama (597th of 902), and 3,544th of 5,215 in retail trade. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,796,620
Participants with balances136
Active participants130
Employer contributions$361,288
Employee contributions$421,459
Employer contribution per active participant$2,779
Average account balance$42,622
Benefits paid to participants$989,058
Plan auditUnmodified (clean) audit opinion
AuditorMDA PROFESSIONAL GROUP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 136 accts · $361K emplr
2023$5.1M · 139 accts · $363K emplr
2022$3.8M · 144 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,196
Total administrative$35,196
The Rausch & Pausch, LP 401(k) match · 2024
Employer contribution per active participant$2,779
Median for plans this size$1,313
2024$2,779 per active participant
2023$2,773 per active participant
2022$2,887 per active participant

Rausch & Pausch, LP's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
INVISTA ADVISORS · Investment advisory (participants) · Investment advisory (plan)$6,514

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$35,196 · 0.65%
2023$29,931 · 0.67%
2022$14,699 · 0.36%
Same employer
Similar plansRetail Trade · Alabama
Commentsold, LLC AL$6.4M · 0.76%
Star Market, Inc. AL$5.0M · 0.01%
Autry Greer and Sons Inc. AL$4.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800819524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.