Plan Ledger DOL Form 5500 · updated monthly

Rhf Investments, Inc.401(k)

RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN · HICKORY, NC · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Rhf Investments, Inc. reported $222,089 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $642 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 0.456%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 373rd-largest of 2,005 plans among North Carolina employers on file, and the 3,134th of 13,661 in manufacturing. In 2024, employees put in $3.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,389,167
Participants with balances1,656
Active participants1,616
Employer contributions$1,037,521
Employee contributions$3,419,295
Employer contribution per active participant$642
Average account balance$30,428
Benefits paid to participants$6,518,697
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.4M · 1,656 accts · $1.0M emplr
2023$46.9M · 1,655 accts · $945K emplr
2022$43.1M · 1,601 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$222,089
Total administrative$222,089
The Rhf Investments, Inc. 401(k) match · 2024
Employer contribution per active participant$642
Median for plans this size$2,416
2024$642 per active participant
2023$559 per active participant
2022$942 per active participant

Rhf Investments, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$173,831
MMA SECURITIES LLC · Consulting$43,000
SMITH LEONARD PLLC · Accounting / audit$12,000

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$222,089 · 0.46%
2023$212,274 · 0.47%
2022$210,530 · 0.46%
Same employer
Similar plansManufacturing · North Carolina
Coats American, Inc. NC$51.9M · 0.20%
3A Composites Holding Inc. NC$51.4M · 0.08%
Mayne Pharma Commercial LLC NC$50.2M · 0.07%
Armacell, LLC NC$49.6M · 0.30%
Ngk Ceramics USA, Inc. NC$48.9M · 0.17%
Porvair Corporation NC$48.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462232330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.