Plan Ledger DOL Form 5500 · updated monthly

Rbr Alliance, Inc.401(k)

RBR ALLIANCE, INC. 401(K) PLAN · GEORGETOWN, IN · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Rbr Alliance, Inc. reported $55,661 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $905 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 0.30% to 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,070th of 1,562), and 7,058th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,605,284
Participants with balances196
Active participants332
Employer contributions$300,416
Employee contributions$392,678
Employer contribution per active participant$905
Average account balance$33,700
Benefits paid to participants$904,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 196 accts · $300K emplr
2023$6.0M · 221 accts · $263K emplr
2022$6.0M · 228 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,636
Investment management$30,025
Total administrative$55,661
The Rbr Alliance, Inc. 401(k) match · 2024
Employer contribution per active participant$905
Median for plans this size$1,313
2024$905 per active participant
2023$823 per active participant
2022$768 per active participant

Rbr Alliance, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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
FIDELITY INV INST OPS CO LLC · Loan processing$25,636

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$55,661 · 0.88%
2023$25,833 · 0.43%
2022$18,388 · 0.30%
Similar plansHealth Care & Social Assistance · Indiana
Prokids, Inc. IN$7.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841755614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.