Plan Ledger DOL Form 5500 · updated monthly

Rkd Group, LLC401(k)

RKD GROUP, LLC 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Rkd Group, LLC reported $171,321 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,008 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 0.62% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,275th-largest of 5,688 plans among Texas employers on file, and the 3,393rd of 11,654 in professional & technical services. In 2024, employees put in $6.55 for every $1.00 the employer contributed; active participation has grown from 432 to 480 since 2022.

Plan summary
Net assets, end of year$38,765,922
Participants with balances628
Active participants480
Employer contributions$483,795
Employee contributions$3,170,360
Employer contribution per active participant$1,008
Average account balance$61,729
Benefits paid to participants$4,578,736
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER & HELP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.8M · 628 accts · $484K emplr
2023$33.8M · 585 accts · $458K emplr
2022$26.4M · 532 accts · $425K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,210
Investment management$73,111
Total administrative$171,321
The Rkd Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,008
Median for plans this size$2,416
2024$1,008 per active participant
2023$990 per active participant
2022$983 per active participant

Rkd Group, LLC'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 · 20244
JOHN HANCOCK LIFE INS CO · Recordkeeping$71,232
TYLER ASSOCIATES INC. · Recordkeeping$26,978
TYLER ASSOCIATES INC · Recordkeepingindirect comp
LPL FINANCIAL LLC · Investment advisory (participants)$73,111

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

Recordkeeper by year2
2024John Hancock, TYLER ASSOCIATES INC, TYLER ASSOCIATES INC.
2023John Hancock, TYLER ASSOCIATES INC

This plan has changed recordkeepers within these filings. If you left Rkd Group, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$171,321 · 0.47%
2023$144,503 · 0.48%
2022$147,083 · 0.62%
Same employer
Similar plansProfessional & Technical Services · Texas
Catapult Systems, LLC TX$39.0M · 0.29%
Signature Science, LLC TX$38.8M · 0.00%
Cs Disco, Inc. TX$37.9M · 0.43%
Fourth Enterprises, LLC TX$37.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475152075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.