Plan Ledger DOL Form 5500 · updated monthly

Red Bull North America, Inc.401(k)

RED BULL NORTH AMERICA, INC. RETIREMENT INCOME PLAN · SANTA MONICA, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Red Bull North America, Inc. reported $383,624 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. Employer contributions averaged $2,547 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 3 years on file its reported administrative ratio has held roughly steady near 0.101%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 313th-largest of 9,483 plans among California employers on file, and the 110th of 4,246 in wholesale trade. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 4,622 to 6,312 since 2022.

Plan summary
Net assets, end of year$419,564,964
Participants with balances7,383
Active participants6,312
Employer contributions$16,075,783
Employee contributions$42,714,031
Employer contribution per active participant$2,547
Average account balance$56,829
Benefits paid to participants$36,165,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$419.6M · 7,383 accts · $16.1M emplr
2023$338.7M · 6,664 accts · $13.3M emplr
2022$256.1M · 5,813 accts · $10.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$383,624
Total administrative$383,624
The Red Bull North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,547
Median for plans this size$4,294
2024$2,547 per active participant
2023$2,234 per active participant
2022$2,359 per active participant

Red Bull North America, Inc.'s 2024 employer contribution ran below the $4,294 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$412,474

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$383,624 · 0.10%
2023$323,740 · 0.11%
2022$281,583 · 0.10%
Same employer
Similar plansWholesale Trade · California
Mitsubishi Electric US, Inc. CA$860.3M · 0.03%
Ingram Micro Inc. CA$741.6M · 0.15%
Epson America, Inc. CA$457.1M · 0.03%
Proponent, Inc. CA$447.3M
Patagonia Works CA$405.0M · 0.04%
Resmed Corp. CA$400.6M · 0.09%
Wilbur-Ellis Holdings, Inc. CA$398.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954552870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.