Plan Ledger DOL Form 5500 · updated monthly

Riverside Research Institute401(k)

RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Riverside Research Institute reported $207,142 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.09% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 271st-largest of 2,266 plans among Virginia employers on file, and the 1,434th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$105,611,395
Participants with balances814
Active participants747
Employer contributions$0
Employee contributions$7,575,515
Employer contribution per active participant$0
Average account balance$129,744
Benefits paid to participants$14,374,371
Plan auditDisclaimer of opinion
AuditorBDO
Plan history3
Yearassets · accounts · employer contribution
2024$105.6M · 814 accts
2023$97.6M · 727 accts
2022$83.7M · 689 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,294
Investment management$79,848
Total administrative$207,142
The Riverside Research Institute 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Riverside Research Institute's 2024 employer contribution ran below the $3,635 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 · 20242
EMPOWER LIFE & ANNUITY INSURANCE CO · Recordkeeping · Loan processing$127,294
RIVERSIDE RESEARCH INSTITUTE$79,848

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$207,142 · 0.20%
2023$121,703 · 0.13%
2022$83,496 · 0.09%
All plans at this employer2
RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN401(k)
RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Virginia
C2 Essentials, Inc. VA$111.4M · 0.56%
Tmeic Corporation Americas VA$110.4M · 0.01%
Ats ESOP Holdings, Inc. VA$102.6M · 0.19%
Arion Systems, Inc. VA$101.9M · 0.02%
Cydecor, Inc. VA$101.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132593244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.