Plan Ledger DOL Form 5500 · updated monthly

Regional One, Inc.401(k)

REGIONAL ONE, INC. · MIAMI, FL · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Regional One, Inc. reported $4,283 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,267 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 1 year on file its reported administrative ratio fell from 0.112% to 0.106%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (2,570th of 3,644), and 1,565th of 2,096 in real estate & leasing. In 2023, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 89 to 103 since 2022.

Plan summary
Net assets, end of year$4,594,786
Participants with balances120
Active participants103
Employer contributions$439,489
Employee contributions$583,270
Employer contribution per active participant$4,267
Average account balance$38,290
Benefits paid to participants$575,989
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $245K emplr
2023$4.6M · 120 accts · $439K emplr
2022$3.5M · 115 accts · $403K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,999
Investment management$284
Total administrative$4,283
The Regional One, Inc. 401(k) match · 2023
Employer contribution per active participant$4,267
Median for plans this size$1,308
2023$4,267 per active participant
2022$4,529 per active participant

Regional One, Inc.'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 · 20232
ADP, INC. · Loan processing · Recordkeeping$4,283
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024Not separately reported
2023$4,283 · 0.11%
2022$3,961 · 0.11%
Similar plansReal Estate & Leasing · Florida
Leland Management, Inc. FL$4.8M · 0.93%
Weller Management FL$4.5M · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200872175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.