Plan Ledger DOL Form 5500 · updated monthly

Retail Data, LLC401(k)

RETAIL DATA, LLC 401(K) PLAN · GLEN ALLEN, VA · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

Retail Data, LLC reported $115,716 in plan administrative expenses for 2024: 1.02% of average plan assets, higher than ~90% of peers. Employer contributions averaged $516 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 fell from 1.09% to 1.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Virginia (1,354th of 2,266), and the 1,509th of 3,341 in other services. In 2024, employees put in $4.72 for every $1.00 the employer contributed; active participation has shrunk from 521 to 371 since 2022.

Plan summary
Net assets, end of year$11,667,363
Participants with balances645
Active participants371
Employer contributions$191,553
Employee contributions$903,712
Employer contribution per active participant$516
Average account balance$18,089
Benefits paid to participants$1,672,939
Plan auditUnmodified (clean) audit opinion
AuditorBROWN EDWARDS COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 645 accts · $192K emplr
2023$10.9M · 731 accts · $262K emplr
2022$9.3M · 671 accts · $284K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,716
Total administrative$115,716
The Retail Data, LLC 401(k) match · 2024
Employer contribution per active participant$516
Median for plans this size$2,416
2024$516 per active participant
2023$699 per active participant
2022$546 per active participant

Retail Data, LLC'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
ADP, INC. · Loan processing · Recordkeeping$115,716
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$115,716 · 1.02%
2023$79,508 · 0.79%
2022$110,713 · 1.09%
Same employer
Similar plansOther Services · Virginia
Chemsolv, Inc. VA$12.8M · 0.42%
Mohenis Services, Inc. VA$12.7M · 0.92%
Caldwell & Gregory LLC VA$10.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202008534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.