Plan Ledger DOL Form 5500 · updated monthly

Rebo Lighting & Electronics, LLC401(k)

REBO LIGHTING & ELECTRONICS, LLC 401(K) PLAN · SPARTA, TN · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Rebo Lighting & Electronics, LLC reported $43,523 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $2,556 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 0.35% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Tennessee (928th of 1,496), and 527th of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 125 to 166 since 2022.

Plan summary
Net assets, end of year$7,711,592
Participants with balances186
Active participants166
Employer contributions$424,336
Employee contributions$773,580
Employer contribution per active participant$2,556
Average account balance$41,460
Benefits paid to participants$887,814
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 190 accts · $411K emplr
2023$7.7M · 186 accts · $424K emplr
2022$6.4M · 137 accts · $264K emplr
Administrative expenses, itemized · 2023
Audit (IQPA)$43,523
Total administrative$43,523
The Rebo Lighting & Electronics, LLC 401(k) match · 2023
Employer contribution per active participant$2,556
Median for plans this size$1,308
2024$2,603 per active participant
2023$2,556 per active participant
2022$2,110 per active participant

Rebo Lighting & Electronics, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202310
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$27,727
PUTNAM MUTUAL FUNDS · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
AB GLOBAL · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
GOLDMAN SACHS FUNDS · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
ALLSPRING FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$30,376 · 0.41%
2023$43,523 · 0.62%
2022$24,157 · 0.35%
Same employer
Similar plansAgriculture, Forestry & Fishing · Tennessee
Alma Plantation, LLC LA$7.8M · 0.56%
Robinson Enterprises Inc CA$7.7M · 0.81%
Schenk Packing Co., Inc. WA$7.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823216826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.