Plan Ledger DOL Form 5500 · updated monthly

Rick Case Enterprises, Inc.401(k)

RICK CASE ENTERPRISES, INC. 401(K) PLAN · SUNRISE, FL · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Rick Case Enterprises, Inc. reported $124,727 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $422 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 0.48% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 719th-largest of 3,644 plans among Florida employers on file, and the 900th of 5,215 in retail trade. In 2024, employees put in $8.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,183,555
Participants with balances1,380
Active participants1,251
Employer contributions$527,731
Employee contributions$4,664,588
Employer contribution per active participant$422
Average account balance$25,495
Benefits paid to participants$3,926,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 1,380 accts · $528K emplr
2023$30.6M · 1,353 accts · $559K emplr
2022$24.4M · 671 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,727
Total administrative$124,727
The Rick Case Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$422
Median for plans this size$2,416
2024$422 per active participant
2023$437 per active participant
2022$3,328 per active participant

Rick Case Enterprises, 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$124,727
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$124,727 · 0.38%
2023$99,889 · 0.36%
2022$121,342 · 0.48%
Same employer
Similar plansRetail Trade · Florida
Mullinax Ford FL$36.0M · 0.42%
Ldrv Holdings Corp. FL$35.9M · 0.68%
Sunset Automotive Group FL$35.7M · 0.22%
Triangle Auto Center, Inc. FL$35.5M · 0.50%
Welldyne Rx FL$32.7M · 0.20%
Mayors Jewelers, Inc. FL$32.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311172396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.