Plan Ledger DOL Form 5500 · updated monthly

Reilly Construction Company, Inc.401(k)

REILLY CONSTRUCTION EMPLOYEES SALARY SAVINGS PLAN AND TRUST · OSSIAN, IA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Reilly Construction Company, Inc. reported $96,844 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $549 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 0.55% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 437th-largest of 878 plans among Iowa employers on file, and the 2,231st of 5,337 in construction. In 2024, employees put in $9.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,447,312
Participants with balances231
Active participants182
Employer contributions$100,000
Employee contributions$939,127
Employer contribution per active participant$549
Average account balance$75,529
Benefits paid to participants$1,556,646
Plan auditDisclaimer of opinion
AuditorHACKER, NELSON & CO., INC.
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 231 accts · $100K emplr
2023$15.2M · 286 accts · $100K emplr
2022$13.5M · 251 accts · $75K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,942
Investment management$41,906
Total administrative$96,844
The Reilly Construction Company, Inc. 401(k) match · 2024
Employer contribution per active participant$549
Median for plans this size$2,416
2024$549 per active participant
2023$461 per active participant
2022$383 per active participant

Reilly Construction Company, Inc.'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
LPL FINANCIAL LLC - RPCP · Investment advisory (participants)$41,906
MIDWEST GROUP BENEFITS$10,942

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$96,844 · 0.59%
2023$81,792 · 0.57%
2022$81,786 · 0.55%
Similar plansConstruction · Iowa
K.B.C Group, Inc. IA$20.2M · 0.43%
Dean Snyder Construction Co IA$19.5M · 0.34%
Story Construction Co. IA$17.2M · 0.22%
Kline Electric, Inc. IA$16.4M · 0.01%
Modern Holdings, Inc. IA$14.6M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420818173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.