Plan Ledger DOL Form 5500 · updated monthly

Registry Partners Incorporated401(k)

REGISTRY PARTNERS INCORPORATED 401(K) PROFIT SHARING PLAN · BURLINGTON, NC · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Registry Partners Incorporated reported $35,834 in plan administrative expenses for 2024: 0.64% 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 0.52% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,356th of 2,005), and 9,294th of 11,654 in professional & technical services. active participation has grown from 311 to 371 since 2022.

Plan summary
Net assets, end of year$6,243,326
Participants with balances185
Active participants371
Employer contributions$0
Employee contributions$855,697
Employer contribution per active participant$0
Average account balance$33,748
Benefits paid to participants$282,424
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS JUDY & TUCKER
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 185 accts
2023$4.9M · 171 accts
2022$3.6M · 151 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,752
Investment management$6,082
Total administrative$35,834
The Registry Partners Incorporated 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Registry Partners Incorporated'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,082

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$35,834 · 0.64%
2023$26,399 · 0.62%
2022$17,797 · 0.52%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Javara Inc NC$6.9M · 0.09%
Choice USA Beverage, Inc. NC$6.8M · 0.08%
Fhi Clinical Inc. NC$6.4M · 0.05%
Pinta Corporation NC$6.4M · 0.67%
Vantaca, LLC NC$6.1M · 0.02%
Adwerx, Inc. NC$5.7M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 113644893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.