Plan Ledger DOL Form 5500 · updated monthly

Rlh Fire Protection401(k)

RLH FIRE PROTECTION 401(K) PROFIT SHARING PLAN · BAKERSFIELD, CA · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Rlh Fire Protection reported $59,222 in plan administrative expenses for 2023: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,530 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 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (5,149th of 9,483), and 2,932nd of 5,337 in construction. In 2023, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 86 to 202 since 2022.

Plan summary
Net assets, end of year$11,194,221
Participants with balances122
Active participants202
Employer contributions$308,980
Employee contributions$693,067
Employer contribution per active participant$1,530
Average account balance$91,756
Benefits paid to participants$1,604,061
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $378K emplr
2023$11.2M · 122 accts · $309K emplr
2022$10.4M · 111 accts · $253K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$59,222
Total administrative$59,222
The Rlh Fire Protection 401(k) match · 2023
Employer contribution per active participant$1,530
Median for plans this size$2,440
2023$1,530 per active participant
2022$2,942 per active participant

Rlh Fire Protection's 2023 employer contribution ran below the $2,440 median for plans its size. 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.

Service providers · 20232
PENSIONMARK SECURITIES LLCindirect comp

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

Administrative cost history3
2024Not separately reported
2023$59,222 · 0.55%
2022$64,027 · 0.56%
Same employer
Similar plansConstruction · California
Hamann Construction, Inc. CA$11.4M · 0.16%
Menemsha Development Group CA$11.4M · 1.04%
Discovery Builders, Inc. CA$11.2M · 0.55%
Synergy Companies CA$11.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770535230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.