Plan Ledger DOL Form 5500 · updated monthly

Recreation World, Inc.401(k)

RECREATION WORLD, INC. 401(K) PLAN AND TRUST · WINTER GARDEN, FL · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Recreation World, Inc. reported $17,578 in plan administrative expenses for 2024: 0.71% of average plan assets, above 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 rose from 0.62% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Florida (2,998th of 3,644), and 4,522nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,487,910
Participants with balances188
Active participants174
Employer contributions$0
Employee contributions$241,360
Employer contribution per active participant$0
Average account balance$13,234
Benefits paid to participants$503,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 188 accts
2023$2.5M · 190 accts · $45K emplr
2022$2.0M · 36 accts · $25K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,770
Investment management$7,808
Total administrative$17,578
The Recreation World, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$266 per active participant
2022$151 per active participant

Recreation World, 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 · 20243
MERRILL LYNCH LIFE AGENCY · Investment advisory (plan)$7,808
KB PENSION SERVICES, INC. · Contract administrator$920

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$17,578 · 0.71%
2023$13,872 · 0.61%
2022$12,877 · 0.62%
Same employer
Similar plansRetail Trade · Florida
Elite Flower Services FL$2.9M · 2.10%
Deluca Toyota, Inc. FL$2.7M · 0.81%
Gary Smith Ford Inc FL$2.5M · 0.04%
M and D Automotive, LLC FL$2.2M · 0.35%
Dbk Concepts, LLC FL$2.2M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591695648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.