Plan Ledger DOL Form 5500 · updated monthly

Regional International Corp401(k)

REGIONAL INTERNATIONAL 401(K) PLAN · HENRIETTA, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Regional International Corp reported $15,228 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,007 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 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,546th of 5,648), and the 2,536th of 5,215 in retail trade. In 2024, employees put in $3.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,523,538
Participants with balances159
Active participants147
Employer contributions$148,080
Employee contributions$589,528
Employer contribution per active participant$1,007
Average account balance$66,186
Benefits paid to participants$1,585,319
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 159 accts · $148K emplr
2023$10.2M · 166 accts · $160K emplr
2022$9.6M · 156 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,350
Investment management$10,153
Total administrative$15,228
The Regional International Corp 401(k) match · 2024
Employer contribution per active participant$1,007
Median for plans this size$2,416
2024$1,007 per active participant
2023$1,099 per active participant
2022$901 per active participant

Regional International Corp's 2024 employer contribution ran below the $2,416 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
VOYA RETIREMENT ADVISORS LLC · Investment advisory (participants)$9,102
LPL FINANCIALindirect comp

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$15,228 · 0.15%
2023$11,198 · 0.11%
2022$14,564 · 0.14%
Similar plansRetail Trade · New York
Denooyer/Metro Auto NY$10.9M · 0.39%
Caastle, Inc. NY$10.9M · 0.08%
Hicks Nurseries, Inc. NY$10.1M · 0.24%
Parlux Holdings, Inc. NY$9.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161361164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.