What are the fees in the Retail Direct LLC 401(k) plan?

For plan year 2022, Retail Direct LLC reported $2,455 in plan administrative expenses, or 1.94% of average plan assets — higher than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Retail Direct LLC 401(k)?

The average participant account balance was $4,704 for plan year 2022, based on 38 accounts.

Retail Direct LLC401(k)

Name: Retail Direct LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

RETAIL DIRECT LLC 401K PLAN · PEACHTREE CITY, GA · plan year 2022

Reported admin expense ratio · 2022

1.94%

Retail Direct LLC reported $2,455 in plan administrative expenses for 2022: 1.94% of average plan assets, higher than ~75% of peers. 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (2,131st of 2,160), and 2,587th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$178,767
Participants with balances38
Active participants145
Employer contributions—
Employee contributions$106,128
Employer contribution per active participant—
Average account balance$4,704
Benefits paid to participants$19,508
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP

What these fees cost you

Your balance

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$2,455 · 1.94%

Similar plansTransportation & Warehousing · Georgia
Top Gunn Logistics LLC GA$348K · 0.48%
Perry Solutions LLC GA$319K · 0.49%
Mti Limo and Shuttle Services Inc. GA$282K · 2.05%
HOUSE2HOME Deliveries GA$235K · 0.53%
Kleen Logistics Services LLC GA$178K · 0.36%
Volume Logistics, LLC GA$73K · 3.02%
Gresham Transportation Se GA$62K · 7.63%

Why are you looking at this plan?

Compare
401(k) plans in Georgia
Worked here before? Find your old 401(k)
401(k) plans in Transportation & Warehousing
Plans of similar size
Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 364854485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.