Plan Ledger DOL Form 5500 · updated monthly

Rfi Enterprises, Inc.401(k)

RFI ENTERPRISES SAVINGS AND RETIREMENT PLAN · SAN JOSE, CA · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Rfi Enterprises, Inc. reported $104,831 in plan administrative expenses for 2023: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,775 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 has held roughly steady near 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,391st-largest of 9,483 plans among California employers on file, and the 409th of 2,534 in administrative & support services. In 2023, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,817,221
Participants with balances252
Active participants163
Employer contributions$778,390
Employee contributions$1,688,648
Employer contribution per active participant$4,775
Average account balance$138,164
Benefits paid to participants$5,996,555
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$34.8M · 252 accts · $778K emplr
2022$31.0M · 255 accts · $618K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$99,852
Investment management$4,979
Total administrative$104,831
The Rfi Enterprises, Inc. 401(k) match · 2023
Employer contribution per active participant$4,775
Median for plans this size$2,440
2023$4,775 per active participant
2022$3,615 per active participant

Rfi Enterprises, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ADVISORY GROUP, LLC · Investment management$4,979
MASSACHUSETTS MUTUAL LIFE INS COMPindirect comp

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

Administrative cost history3
2024Not separately reported
2023$104,831 · 0.32%
2022$116,536 · 0.33%
Same employer
Similar plansAdministrative & Support Services · California
HUDDL3 Group CA$35.9M · 0.36%
24 7.AI, Inc. CA$35.3M · 0.28%
Medpoint Management, Inc. CA$34.9M · 0.41%
Kimberlite Corporation CA$34.8M · 0.01%
Travcorp USA, Inc. CA$33.6M · 0.17%
Roth Staffing Companies, LP CA$29.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770062511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.