Plan Ledger DOL Form 5500 · updated monthly

Risk International Holdings, LLC401(k)

RISK INTERNATIONAL HOLDINGS, LLC 401(K) RETIREMENT PLAN AND TRUST · FAIRLAWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.49%

Risk International Holdings, LLC reported $73,537 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,535th-largest of 3,295 plans among Ohio employers on file, and 3,385th of 4,798 in finance & insurance. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,189,372
Participants with balances137
Active participants0
Employer contributions$645,696
Employee contributions$880,195
Employer contribution per active participant—
Average account balance$118,171
Benefits paid to participants$1,438,945
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$0
2024$16.2M · 137 accts · $646K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,177
Investment management$41,360
Total administrative$73,537
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
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping$24,273
CBIZ INVESTMENT ADVISORY SERVI · Investment management$37,293

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

Recordkeeper by year2
2025Charles Schwab
2024Charles Schwab

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Administrative cost history2
2025Not separately reported
2024$73,537 · 0.49%
Similar plansFinance & Insurance · Ohio
Limestone Bancorp, Inc OH$17.4M · 0.50%
Beam Technologies Inc. OH$16.9M · 0.16%
United Midwest Savings Bank OH$16.8M · 0.25%
Consumers National Bank OH$15.8M · 0.54%
T2 Financial LLC OH$15.7M · 0.31%
Mechanics Bank OH$14.2M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800752336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.