Plan Ledger DOL Form 5500 · updated monthly

Rick Steves' Europe, Inc.401(k)

RICK STEVES' EUROPE, INC. 401K PLAN · EDMONDS, WA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Rick Steves' Europe, Inc. reported $91 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,941 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 0.002% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 368th-largest of 1,714 plans among Washington employers on file, and the 220th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 91 to 109 since 2022.

Plan summary
Net assets, end of year$47,361,524
Participants with balances126
Active participants109
Employer contributions$1,628,588
Employee contributions$1,278,551
Employer contribution per active participant$14,941
Average account balance$375,885
Benefits paid to participants$3,405,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.4M · 126 accts · $1.6M emplr
2023$43.4M · 122 accts · $1.3M emplr
2022$37.8M · 120 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91
Total administrative$91
The Rick Steves' Europe, Inc. 401(k) match · 2024
Employer contribution per active participant$14,941
Median for plans this size$2,416
2024$14,941 per active participant
2023$13,241 per active participant
2022$12,030 per active participant

Rick Steves' Europe, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
MATRIX TRUST COMPANY · Custodial · Custodial (securities)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$91 · 0.00%
2023$13,415 · 0.03%
2022$819 · 0.00%
Same employer
Similar plansArts, Entertainment & Recreation · Washington
La Clippers LLC WA$49.7M · 0.11%
Seattle Symphony Orchestra WA$48.7M · 0.15%
Pacific Northwest Ballet WA$27.7M · 0.02%
Angel of the Winds Casino WA$21.3M · 0.37%
Seattle Art Museum WA$19.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911380831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.