Plan Ledger DOL Form 5500 · updated monthly

Rgl Holdings, Inc.401(k)

RGL 401(K) RETIREMENT SAVINGS PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Rgl Holdings, Inc. reported $33,345 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $1,705 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,264th of 1,936), and the 1,142nd of 2,677 in transportation & warehousing. In 2024, employees put in $3.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,219,258
Participants with balances186
Active participants112
Employer contributions$190,965
Employee contributions$663,028
Employer contribution per active participant$1,705
Average account balance$54,942
Benefits paid to participants$1,034,145
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,231
Investment management$30,114
Total administrative$33,345
The Rgl Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,705
Median for plans this size$1,313

Rgl Holdings, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
INTERVEST INTERNATIONAL INC · Investment advisory (plan)$16,150
MORGAN STANLEY · Investment advisory (plan)$12,785
EMPOWER ADVISORY GROUP, LLC · Investment management$1,179

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

Administrative cost history1
2024$33,345 · 0.34%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Evans Transportation WI$12.0M · 0.08%
Valley Express LLC WI$11.4M · 0.45%
B & K Transportation, Inc. WI$11.0M · 0.53%
Airoldi Brothers, Inc. WI$9.9M · 0.72%
Leman U.S.A. Inc. WI$9.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412001377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.