Plan Ledger DOL Form 5500 · updated monthly

Rga, Inc.401(k)

THE QUADRANGLE COMPANIES' TAX DEFERRED SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Rga, Inc. reported $108,317 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,193 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 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 255th-largest of 618 plans among District of Columbia employers on file, and the 471st of 2,096 in real estate & leasing. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has grown from 139 to 159 since 2022.

Plan summary
Net assets, end of year$29,050,142
Participants with balances187
Active participants159
Employer contributions$348,729
Employee contributions$1,089,336
Employer contribution per active participant$2,193
Average account balance$155,348
Benefits paid to participants$3,758,025
Plan auditUnmodified (clean) audit opinion
AuditorKAISER SCHERER & SCHLEGEL, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 187 accts · $349K emplr
2023$27.5M · 181 accts · $361K emplr
2022$22.7M · 180 accts · $329K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,646
Investment management$68,671
Total administrative$108,317
The Rga, Inc. 401(k) match · 2024
Employer contribution per active participant$2,193
Median for plans this size$2,416
2024$2,193 per active participant
2023$2,777 per active participant
2022$2,366 per active participant

Rga, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
RBC WEALTH MANAGEMENT · Investment advisory (plan)$68,671

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$108,317 · 0.38%
2023$95,827 · 0.38%
2022$98,050 · 0.39%
Similar plansReal Estate & Leasing · District of Columbia
Urban Land Institute DC$36.5M · 0.23%
William C. Smith & Co. DC$35.4M · 0.51%
The John Akridge Company DC$35.1M · 0.46%
Rise Companies Corp. DC$26.6M · 0.72%
Cresa Global, Inc. DC$24.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520788159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.