Plan Ledger DOL Form 5500 · updated monthly

Refuel Operating Company, LLC401(k)

REFUEL 401(K) PLAN · NORTH CHARLESTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Refuel Operating Company, LLC reported $53,766 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $328 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 1.69% to 0.80%. 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 South Carolina (495th of 807), and 3,141st of 5,215 in retail trade. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,612,475
Participants with balances366
Active participants2,412
Employer contributions$790,264
Employee contributions$1,399,609
Employer contribution per active participant$328
Average account balance$20,799
Benefits paid to participants$1,388,259
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 366 accts · $790K emplr
2023$5.8M · 317 accts · $603K emplr
2022$3.9M · 273 accts · $444K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,578
Investment management$11,188
Total administrative$53,766
The Refuel Operating Company, LLC 401(k) match · 2024
Employer contribution per active participant$328
Median for plans this size$1,313
2024$328 per active participant
2023$236 per active participant
2022$195 per active participant

Refuel Operating Company, LLC'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$42,578
REGIONS BANK · Investment advisory (plan)$11,188

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$53,766 · 0.80%
2023$72,596 · 1.49%
2022$64,936 · 1.69%
Same employer
Similar plansRetail Trade · South Carolina
Soc LLC SC$8.5M · 0.77%
The Parrott Group, Inc. SC$8.1M · 0.72%
Jupiter Holdings, LLC SC$7.6M · 0.62%
Fogle's, Inc. SC$7.4M · 0.96%
McE Cars, Inc. SC$6.7M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 833953394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.