Plan Ledger DOL Form 5500 · updated monthly

Rjw Logistics Group, Inc.401(k)

RJW LOGISTICS GROUP, INC. 401(K) · WOODRIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
1.46%

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

Rjw Logistics Group, Inc. reported $208,037 in plan administrative expenses for 2024: 1.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $357 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 has held roughly steady near 1.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (1,899th of 3,702), and the 846th of 2,677 in transportation & warehousing. In 2024, employees put in $6.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,553,672
Participants with balances1,689
Active participants1,521
Employer contributions$543,548
Employee contributions$3,792,097
Employer contribution per active participant$357
Average account balance$9,801
Benefits paid to participants$1,677,756
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.6M · 1,689 accts · $544K emplr
2023$12.0M · 1,378 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175,392
Investment management$32,645
Total administrative$208,037
The Rjw Logistics Group, Inc. 401(k) match · 2024
Employer contribution per active participant$357
Median for plans this size$2,416
2024$357 per active participant
2023$255 per active participant

Rjw Logistics Group, 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
ADP, INC. · Loan processing · Recordkeeping$175,392
SAGEVIEW ADVISORY GROUP LLC · Recordkeeping · Trustee$32,644
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, SAGEVIEW ADVISORY GROUP LLC
2023ADP, SAGEVIEW ADVISORY GROUP LLC

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

Administrative cost history2
2024$208,037 · 1.46%
2023$152,254 · 1.52%
Same employer
Similar plansTransportation & Warehousing · Illinois
Interlake Mecalux Inc IL$17.9M · 0.39%
Footprint Acquisition LLC IL$17.0M · 0.01%
The Custom Companies, Inc. IL$16.3M · 0.40%
National van Lines Inc. IL$16.3M · 0.00%
Gebruder Weiss, Inc IL$15.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833562221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.