Plan Ledger DOL Form 5500 · updated monthly

Retail Success LLC401(k)

RETAIL SUCCESS 401(K) PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Retail Success LLC reported $59,361 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $3,206 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 0.91% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kansas (543rd of 828), and 8,571st of 11,654 in professional & technical services. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 99 to 80 since 2022.

Plan summary
Net assets, end of year$8,298,583
Participants with balances118
Active participants80
Employer contributions$256,509
Employee contributions$541,137
Employer contribution per active participant$3,206
Average account balance$70,327
Benefits paid to participants$445,842
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 118 accts · $257K emplr
2023$6.5M · 110 accts · $297K emplr
2022$5.7M · 131 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,361
Total administrative$59,361
The Retail Success LLC 401(k) match · 2024
Employer contribution per active participant$3,206
Median for plans this size$1,313
2024$3,206 per active participant
2023$3,965 per active participant
2022$3,872 per active participant

Retail Success LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ARCHFORD CAPITAL STRATEGIES LLC · Investment advisory (plan)$25,950
BENEFIT PLANS PLUS LLC · Contract administrator$3,041
EMPOWER ADVISORY GROUP, LLC · Investment management$1,704

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$59,361 · 0.80%
2023$53,225 · 0.87%
2022$54,824 · 0.91%
Similar plansProfessional & Technical Services · Kansas
Kansas Legal Services Inc KS$10.1M · 0.04%
Rbc Medical Innovations KS$8.3M · 0.85%
Perfect Output, LLC KS$7.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274527888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.