Plan Ledger DOL Form 5500 · updated monthly

Rb Properties, Inc.401(k)

RB PROPERTIES, INC. 401(K) SAVINGS PLAN & TRUST · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.95%

Rb Properties, Inc. reported $57,625 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. 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 0.86% to 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in District of Columbia (498th of 618), and the 759th of 2,240 in accommodation & food services. active participation has grown from 230 to 275 since 2022.

Plan summary
Net assets, end of year$6,556,298
Participants with balances424
Active participants275
Employer contributions—
Employee contributions$704,235
Employer contribution per active participant—
Average account balance$15,463
Benefits paid to participants$378,754
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 424 accts
2023$5.6M · 414 accts
2022$4.7M · 369 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,137
Investment management$49,488
Total administrative$57,625
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
ADP, INC. · Loan processing · Recordkeeping$28,869
POINTOAK RETIREMENT ADVISORS, LLC · Recordkeeping · Trustee$28,755

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

Recordkeeper by year2
2024ADP, POINTOAK RETIREMENT ADVISORS, LLC
2023ADP, POINTOAK RETIREMENT ADVISORS, LLC

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

Administrative cost history3
2024$57,625 · 0.95%
2023$48,149 · 0.94%
2022$42,868 · 0.86%
Same employer
Similar plansAccommodation & Food Services · District of Columbia
Thinkfoodgroup, LLC DC$9.5M · 1.17%
International Spy Museum DC$6.5M · 0.01%
Placemakr, Inc DC$5.2M · 0.58%
Stone Soup, Inc. DC$2.2M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521142718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.