Plan Ledger DOL Form 5500 · updated monthly

Rd Henry & Company Inc401(k)

RD HENRY & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Rd Henry & Company Inc reported $15,267 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $0 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 fell from 0.62% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kansas (674th of 828), and 10,054th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,320,173
Participants with balances182
Active participants179
Employer contributions$0
Employee contributions$403,042
Employer contribution per active participant$0
Average account balance$23,737
Benefits paid to participants$143,541
Plan auditUnmodified (clean) audit opinion
AuditorADAMSBROWN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 182 accts
2023$3.6M · 180 accts
2022$3.1M · 225 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,466
Investment management$1,941
Trustee / custodial$860
Total administrative$15,267
The Rd Henry & Company Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Rd Henry & Company Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PAYCHEX, INC. · Recordkeeping$10,274

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

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$15,267 · 0.38%
2023$13,736 · 0.41%
2022$20,713 · 0.62%
Similar plansProfessional & Technical Services · Kansas
Propio Ls, LLC KS$6.1M · 0.65%
Veracity Consulting, Inc. KS$4.4M · 0.92%
Crown Linen Service, Inc. KS$3.7M · 0.62%
Digital Ally, Inc. KS$3.6M · 0.80%
Saicon Consultants, Inc. KS$3.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854395010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.