Plan Ledger DOL Form 5500 · updated monthly

RG5 LLC401(k)

RG5 LLC 401K PLAN · ALEXANDRIA, VA · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

RG5 LLC reported $100,537 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,400 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 3 years on file its reported administrative ratio has held roughly steady near 0.214%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 656th-largest of 2,266 plans among Virginia employers on file, and the 3,709th of 11,654 in professional & technical services. In 2023, employees put in $3.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,714,228
Participants with balances255
Active participants91
Employer contributions$218,370
Employee contributions$752,044
Employer contribution per active participant$2,400
Average account balance$136,134
Benefits paid to participants$2,176,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 224 accts · $207K emplr
2023$34.7M · 255 accts · $218K emplr
2022$30.8M · 273 accts · $194K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,362
Investment management$43,750
Audit (IQPA)$19,425
Total administrative$100,537
The RG5 LLC 401(k) match · 2023
Employer contribution per active participant$2,400
Median for plans this size$2,440
2024$2,800 per active participant
2023$2,400 per active participant
2022$1,977 per active participant

RG5 LLC's 2023 employer contribution ran below the $2,440 median for plans its size. 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$37,362
NFP RETIREMENT, INC.$43,750
FORVIS MAZARS, LLP$19,425

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$73,496 · 0.21%
2023$100,537 · 0.31%
2022$73,401 · 0.21%
Similar plansProfessional & Technical Services · Virginia
Cruz Associates, Inc. VA$35.2M · 0.02%
Trace Systems Inc. VA$35.0M · 0.38%
McI USA Operating Co VA$34.7M · 0.34%
Hantzmon Wiebel LLP VA$34.5M · 0.24%
Kihomac, Inc. VA$34.4M · 0.10%
Obxtek, Inc. VA$34.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814921757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.