Plan Ledger DOL Form 5500 · updated monthly

Rgi Management Company LLC401(k)

U.S. DIGESTIVE HEALTH RETIREMENT PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Rgi Management Company LLC reported $148,349 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,213 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 0.18% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 408th-largest of 3,651 plans among Pennsylvania employers on file, and the 910th of 11,911 in health care & social assistance. In 2024, employees put in $2.65 for every $1.00 the employer contributed; active participation has grown from 864 to 1,348 since 2022.

Plan summary
Net assets, end of year$124,466,155
Participants with balances1,504
Active participants1,348
Employer contributions$2,983,286
Employee contributions$7,898,100
Employer contribution per active participant$2,213
Average account balance$82,757
Benefits paid to participants$6,088,549
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.5M · 1,504 accts · $3.0M emplr
2023$99.4M · 1,229 accts · $6.6M emplr
2022$76.5M · 1,041 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,227
Investment management$49,122
Total administrative$148,349
The Rgi Management Company LLC 401(k) match · 2024
Employer contribution per active participant$2,213
Median for plans this size$3,635
2024$2,213 per active participant
2023$6,312 per active participant
2022$5,862 per active participant

Rgi Management Company LLC's 2024 employer contribution ran below the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$49,122

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$148,349 · 0.13%
2023$95,260 · 0.11%
2022$136,399 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Grand View Health PA$134.4M · 0.16%
Family Practice Center, PC PA$107.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834061415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.