Plan Ledger DOL Form 5500 · updated monthly

Rb Global Holdings, Inc.401(k)

RB GLOBAL RETIREMENT PLAN · WESTCHESTER, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Rb Global Holdings, Inc. reported $253,189 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $2,145 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 228th-largest of 3,702 plans among Illinois employers on file, and the 149th of 4,246 in wholesale trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$324,537,475
Participants with balances4,339
Active participants5,465
Employer contributions$11,720,209
Employee contributions$20,302,244
Employer contribution per active participant$2,145
Average account balance$74,795
Benefits paid to participants$42,871,984
Plan auditUnmodified (clean) audit opinion
AuditorGRANT THORTON LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,776
Investment management$116,413
Total administrative$253,189
The Rb Global Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,145
Median for plans this size$4,294

Rb Global Holdings, Inc.'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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$116,413
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$91,776
CREATIVE PLANNING HOLDCO, LLC · Investment advisory (plan)$45,000

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

Administrative cost history1
2024$253,189 · 0.08%
Similar plansWholesale Trade · Illinois
Iaa Holdings LLC. IL$289.7M · 0.07%
Envoy Solutions, LLC IL$281.7M · 0.24%
Parksite, Inc. IL$242.2M

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 911372731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.