Plan Ledger DOL Form 5500 · updated monthly

Rbg Management Co., Inc.Profit-sharing plan

RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Rbg Management Co., Inc. reported $200 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,097 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (5,419th of 5,648), and 2,299th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$633,332
Participants with balances188
Active participants35
Employer contributions$38,381
Employee contributions—
Employer contribution per active participant$1,097
Average account balance$3,369
Benefits paid to participants$3,431
Plan auditUnmodified (clean) audit opinion
AuditorSIMIONE MACCA & LARROW, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$633K · 188 accts · $38K emplr
2023$544K · 201 accts · $31K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$200
Total administrative$200
Employer contributions to the Rbg Management Co., Inc. plan · 2024
Employer contribution per active participant$1,097
Median for plans this size$540
2024$1,097 per active participant
2023$763 per active participant

Rbg Management Co., Inc.'s 2024 employer contribution ran above the $540 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.

Administrative cost history2
2024$200 · 0.03%
2023Not separately reported
All plans at this employer2
RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLANProfit-sharing plan
RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLANProfit-sharing plan
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Source: U.S. Department of Labor, Form 5500 series, EIN 133148758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.