Plan Ledger DOL Form 5500 · updated monthly

Residential Transitions, Inc.401(k)

RESIDENTIAL TRANSITIONS INC 401K PLAN · ST. PAUL, MN · plan year 2022

Reported admin expense ratio · 2022
0.85%

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

Residential Transitions, Inc. reported $7,925 in plan administrative expenses for 2022: 0.85% of average plan assets, below the peer median. Employer contributions averaged $669 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,863rd of 1,918), and 10,942nd of 11,911 in health care & social assistance. In 2022, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$952,944
Participants with balances225
Active participants157
Employer contributions$105,037
Employee contributions$156,604
Employer contribution per active participant$669
Average account balance$4,235
Benefits paid to participants$47,027
Plan auditUnmodified (clean) audit opinion
AuditorBOECKERMANN GRAFSTROM MAYER LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$953K · 225 accts · $105K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,925
Total administrative$7,925
The Residential Transitions, Inc. 401(k) match · 2022
Employer contribution per active participant$669
Median for plans this size$331

Residential Transitions, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$7,925 · 0.85%
Similar plansHealth Care & Social Assistance · Minnesota
Horizon Health, Inc. MN$1.2M · 0.18%
Minnewaska Lutheran Home MN$1.0M · 0.66%
All Home Health Inc. MN$949K · 0.00%
The Wealshire, LLC MN$935K · 0.76%
Five Dimensions, LLC MN$802K · 9.56%
Heritage of Edina, Inc. MN$689K · 1.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462270326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.