Plan Ledger DOL Form 5500 · updated monthly

Residential Services, Inc.403(b)

RESIDENTIAL SERVICES, INC. 403(B) PLAN · CHAPEL HILL, NC · plan year 2022

Reported admin expense ratio · 2022
0.26%

Residential Services, Inc. reported $7,091 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,725th of 2,005), and 9,666th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,472,922
Participants with balances27
Active participants262
Employer contributions—
Employee contributions$85,460
Employer contribution per active participant—
Average account balance$91,590
Plan auditUnmodified (clean) audit opinion
AuditorAPPLE, KOCEJA & ASSOCIATES, PA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,091
Total administrative$7,091
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,091 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Starmount Management LLC NC$2.7M · 1.28%
Eliada Homes, Inc. NC$2.5M · 0.67%
Comserv Inc. NC$2.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561101520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.