Plan Ledger DOL Form 5500 · updated monthly

Rh&A, LLC401(k)

RELIABLE HEATING AND AIR 401(K) PLAN · KENNESAW, GA · plan year 2024

Reported admin expense ratio · 2024
1.10%

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

Rh&A, LLC reported $63,342 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,193 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 2 years on file its reported administrative ratio rose from 0.69% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Georgia (1,517th of 2,160), and 3,711th of 5,337 in construction. In 2024, employees put in $3.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,258,780
Participants with balances310
Active participants285
Employer contributions$340,011
Employee contributions$1,138,492
Employer contribution per active participant$1,193
Average account balance$20,190
Benefits paid to participants$1,227,181
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 310 accts · $340K emplr
2023$5.2M · 321 accts
2022$4.6M · 326 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,627
Investment management$26,715
Total administrative$63,342
The Rh&A, LLC 401(k) match · 2024
Employer contribution per active participant$1,193
Median for plans this size$1,313

Rh&A, LLC's 2024 employer contribution ran below 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$36,627
MORGAN STANLEY · Insurance services · Investment advisory (plan)$26,715

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$63,342 · 1.10%
2023$29,900 · 0.61%
2022$33,794 · 0.69%
Same employer
Similar plansConstruction · Georgia
Cable East Inc GA$6.7M · 0.53%
Cmes, Inc. GA$6.4M · 0.52%
Vertical Earth, Inc. GA$6.4M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364681184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.