Plan Ledger DOL Form 5500 · updated monthly

Rgj Corporation401(k)

RGJ EMPLOYEES' 401(K) PROFIT SHARING PLAN · MONUMENT VALLEY, UT · plan year 2023

Reported admin expense ratio · 2023
0.13%

Rgj Corporation reported $1,559 in plan administrative expenses for 2023: 0.13% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.11% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Utah (787th of 848), and 1,645th of 2,240 in accommodation & food services. In 2023, employees put in $219.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,239,420
Participants with balances155
Active participants0
Employer contributions$144
Employee contributions$31,588
Employer contribution per active participant—
Average account balance$7,996
Benefits paid to participants$111,877
Plan auditUnmodified (clean) audit opinion
AuditorWALLACE, PLESE & DREHER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$1.2M · 155 accts · $144 emplr
2022$1.2M · 145 accts · $23K emplr
Administrative expenses, itemized · 2023
Investment management$1,559
Total administrative$1,559
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.

Administrative cost history3
2024Not separately reported
2023$1,559 · 0.13%
2022$1,400 · 0.11%
Similar plansAccommodation & Food Services · Utah
H.B. Boys L.C. UT$3.5M · 1.42%
Utah Del Inc UT$2.1M · 0.07%
Cv Holdings Lc UT$1.7M · 1.15%
Kneaders Bakery and Cafe UT$913K · 4.06%
D & D Management Group UT$463K · 0.75%
Apollo, LLC UT$340K · 0.15%
Savory Swig Stores LLC UT$210K · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870368847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.