Plan Ledger DOL Form 5500 · updated monthly

Rb Royal Industries, Incorporated401(k)

RB ROYAL INDUSTRIES, INC. EMPLOYEES PROFIT SHARING PLAN · FOND DU LAC, WI · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Rb Royal Industries, Incorporated reported $6,266 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $965 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 0.06% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,257th of 1,936), and 8,625th of 13,661 in manufacturing. In 2022, employees put in $4.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,348,424
Participants with balances141
Active participants115
Employer contributions$110,961
Employee contributions$445,331
Employer contribution per active participant$965
Average account balance$73,393
Benefits paid to participants$1,269,847
Plan auditUnmodified (clean) audit opinion
AuditorHUBERTY & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 98 accts · $55K emplr
2023$9.9M · 121 accts · $151K emplr
2022$10.3M · 141 accts · $111K emplr
Administrative expenses, itemized · 2022
Investment management$3,957
Total administrative$6,266
The Rb Royal Industries, Incorporated 401(k) match · 2022
Employer contribution per active participant$965
Median for plans this size$2,266
2024$1,131 per active participant
2023$1,752 per active participant
2022$965 per active participant

Rb Royal Industries, Incorporated's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$14,884 · 0.15%
2023$4,474 · 0.04%
2022$6,266 · 0.06%
Similar plansManufacturing · Wisconsin
Olympus Group, Inc. WI$10.8M · 0.25%
Centrifuge-Systems, LLC WI$10.8M · 0.42%
Drylock Technologies, LTD WI$10.4M · 0.46%
Gamber-Johnson, LLC WI$10.3M · 0.45%
Schuette, Inc. WI$10.3M · 0.40%
Spuncast Inc. WI$10.3M · 0.00%
Ellicott Dredges, LLC WI$10.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391025219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.