Plan Ledger DOL Form 5500 · updated monthly

Rcd Sales Company401(k)

RCD SALES COMPANY PROFIT SHARING PLAN & TRUST · HEATH, OH · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Rcd Sales Company reported $49,283 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,616 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (1,794th of 3,295), and the 2,227th of 5,215 in retail trade. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,350,735
Participants with balances143
Active participants144
Employer contributions$376,771
Employee contributions$721,165
Employer contribution per active participant$2,616
Average account balance$86,369
Benefits paid to participants$774,802
Plan auditUnmodified (clean) audit opinion
AuditorWILSON, SHANNON & SNOW, INC.
Administrative expenses, itemized · 2024
Trustee / custodial$5,885
Total administrative$49,283
The Rcd Sales Company 401(k) match · 2024
Employer contribution per active participant$2,616
Median for plans this size$2,416

Rcd Sales Company's 2024 employer contribution ran above the $2,416 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 · 20242
ASCENSUS LLC · Recordkeeping · Trustee$9,907
VALMARK ADVISORS, INC · Investment advisory (plan)$40,277

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$49,283 · 0.45%
Same employer
Similar plansRetail Trade · Ohio
American Retail Corporation OH$13.7M · 0.53%
Kw Floorcoverings Inc OH$13.0M · 0.53%
Buckeye Honda OH$11.6M · 0.69%
Grismer Tire Company OH$11.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311041741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.