Plan Ledger DOL Form 5500 · updated monthly

Rl Hudson & Company401(k)

RL HUDSON 401(K) & PS PLAN · BROKEN ARROW, OK · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Rl Hudson & Company reported $50,286 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $2,753 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 0.68% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oklahoma (385th of 724), and 2,837th of 4,246 in wholesale trade. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 137 to 161 since 2022.

Plan summary
Net assets, end of year$10,597,949
Participants with balances178
Active participants161
Employer contributions$443,156
Employee contributions$836,558
Employer contribution per active participant$2,753
Average account balance$59,539
Benefits paid to participants$540,800
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 178 accts · $443K emplr
2023$8.6M · 153 accts · $393K emplr
2022$7.5M · 152 accts · $385K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,806
Investment management$22,480
Total administrative$50,286
The Rl Hudson & Company 401(k) match · 2024
Employer contribution per active participant$2,753
Median for plans this size$1,313
2024$2,753 per active participant
2023$2,869 per active participant
2022$2,807 per active participant

Rl Hudson & Company's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JPMORGAN INVEST HOLDINGS LLC$27,806
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$11,846
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$10,634

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

Administrative cost history3
2024$50,286 · 0.52%
2023$36,357 · 0.45%
2022$53,120 · 0.68%
Same employer
Similar plansWholesale Trade · Oklahoma
Jd Young Company, Inc. OK$11.1M · 0.18%
Fellers, LLC OK$10.3M · 0.65%
Utility Tri-State, Inc. OK$10.3M · 0.09%
Hunzicker Brothers, Inc. OK$10.2M · 0.22%
Aberdeen Dynamics, LLC OK$9.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731102128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.