Plan Ledger DOL Form 5500 · updated monthly

Regulus Group, LLC401(k)

REGULUS 401(K) · WOODSTOCK, VA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Regulus Group, LLC reported $139,617 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,888 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 0.274%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 451st-largest of 2,266 plans among Virginia employers on file, and the 2,568th of 11,654 in professional & technical services. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 212 to 241 since 2022.

Plan summary
Net assets, end of year$55,221,616
Participants with balances282
Active participants241
Employer contributions$2,382,997
Employee contributions$3,346,049
Employer contribution per active participant$9,888
Average account balance$195,821
Benefits paid to participants$3,362,670
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.2M · 282 accts · $2.4M emplr
2023$46.7M · 279 accts · $2.0M emplr
2022$37.1M · 270 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,892
Investment management$83,721
Audit (IQPA)$25,004
Total administrative$139,617
The Regulus Group, LLC 401(k) match · 2024
Employer contribution per active participant$9,888
Median for plans this size$3,635
2024$9,888 per active participant
2023$8,932 per active participant
2022$12,881 per active participant

Regulus Group, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$30,892
EDWARD D JONES & CO · Consulting · Insurance services$73,689
PBMARES, LLP · Accounting / audit$25,004
MESIROW FINANCIAL, INC. · Consulting · Insurance services$10,032

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$139,617 · 0.27%
2023$138,905 · 0.33%
2022$106,291 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Virginia
Criterion Systems, L.L.C VA$55.8M · 0.02%
Acuity, Inc. VA$54.0M · 0.33%
Fors Marsh Group, LLC VA$53.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331009928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.