Plan Ledger DOL Form 5500 · updated monthly

Rkt, Inc.401(k)

RKT MCDONALDS 401K PLAN · ADA, OK · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Rkt, Inc. reported $15,971 in plan administrative expenses for 2023: 0.61% of average plan assets, above the peer median. Employer contributions averaged $404 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 1 year on file its reported administrative ratio rose from 0.57% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oklahoma (612th of 724), and 1,221st of 2,240 in accommodation & food services. In 2023, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,918,559
Participants with balances77
Active participants202
Employer contributions$81,692
Employee contributions$221,693
Employer contribution per active participant$404
Average account balance$37,903
Benefits paid to participants$154,227
Plan auditUnmodified (clean) audit opinion
AuditorFINLEY & COOK
Plan history2
Yearassets · accounts · employer contribution
2023$2.9M · 77 accts · $82K emplr
2022$2.4M · 134 accts · $86K emplr
Administrative expenses, itemized · 2023
Investment management$15,971
Total administrative$15,971
The Rkt, Inc. 401(k) match · 2023
Employer contribution per active participant$404
Median for plans this size$1,308
2023$404 per active participant
2022$186 per active participant

Rkt, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$15,971 · 0.61%
2022$14,429 · 0.57%
Similar plansAccommodation & Food Services · Oklahoma
Mazzio's, LLC OK$21.1M · 0.01%
Traditions Spirits Inc OK$2.8M · 0.46%
Magnum Foods, Inc. OK$1.5M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731438690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.