Plan Ledger DOL Form 5500 · updated monthly

Rix Industries401(k)

RIX INDUSTRIES 401(K) PROFIT SHARING PLAN · BENICIA, CA · plan year 2025

Reported admin expense ratio · 2025
0.34%

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

Rix Industries reported $111,404 in plan administrative expenses for 2025: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,377 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 3 years on file its reported administrative ratio fell from 0.49% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,402nd-largest of 9,483 plans among California employers on file, and the 4,049th of 13,661 in manufacturing. In 2025, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,676,010
Participants with balances240
Active participants182
Employer contributions$978,658
Employee contributions$1,742,489
Employer contribution per active participant$5,377
Average account balance$144,483
Benefits paid to participants$6,101,858
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.7M · 240 accts · $979K emplr
2024$31.4M · 263 accts · $597K emplr
2023$26.0M · 233 accts · $525K emplr
2022$18.8M · 228 accts · $516K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,155
Investment management$101,249
Total administrative$111,404
The Rix Industries 401(k) match · 2025
Employer contribution per active participant$5,377
Median for plans this size$2,666
2025$5,377 per active participant
2024$3,157 per active participant
2023$3,126 per active participant
2022$2,947 per active participant

Rix Industries's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ASCENSUS LLC · Loan processing · Recordkeeping$10,155
FISHER ASSET MANAGEMENT, LLC · Investment advisory (plan)$101,249

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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Administrative cost history4
2025$111,404 · 0.34%
2024$99,874 · 0.35%
2023$100,482 · 0.45%
2022$97,763 · 0.49%
Same employer
Similar plansManufacturing · California
Si-Bone, Inc. CA$35.5M · 0.21%
Cutera, Inc. CA$34.9M · 0.08%
Karma Automotive LLC CA$34.6M · 0.22%
D & D Gear, Inc. CA$34.5M · 0.36%
San Antonio Winery, Inc. CA$34.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941635911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.