Plan Ledger DOL Form 5500 · updated monthly

Richey Family Holdings, LLC401(k)

RFH HOLDINGS 401(K) PLAN · STAFFORD, TX · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Richey Family Holdings, LLC reported $37,010 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $417 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 0.80% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,294th of 5,688), and 8,515th of 11,911 in health care & social assistance. In 2022, employees put in $4.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,050,488
Participants with balances124
Active participants127
Employer contributions$52,977
Employee contributions$237,213
Employer contribution per active participant$417
Average account balance$32,665
Benefits paid to participants$381,987
Plan auditUnmodified (clean) audit opinion
AuditorFRIERSON,SOLA,SIMONTON & KUTAC,PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $17K emplr
2024$3.2M · 124 accts · $64K emplr
2023$3.3M · 139 accts · $57K emplr
2022$4.1M · 124 accts · $53K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$37,010
Total administrative$37,010
The Richey Family Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$417
Median for plans this size$1,114
2024$536 per active participant
2023$444 per active participant
2022$417 per active participant

Richey Family Holdings, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025Not separately reported
2024$7,654 · 0.23%
2023$31,718 · 0.86%
2022$37,010 · 0.80%
Similar plansHealth Care & Social Assistance · Texas
El Centro de Corazon TX$4.2M · 0.79%
Reach Unlimited, Inc. TX$4.1M · 0.96%
Summus Health Care, LLC TX$4.1M · 0.77%
Calab Inc TX$4.0M · 0.11%
The Rose TX$4.0M · 1.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 843111227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.