Plan Ledger DOL Form 5500 · updated monthly

Roa Management Holding, LLC401(k)

REAGAN OUTDOOR ADVERTISING PROFIT SHARING 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Roa Management Holding, LLC reported $21,844 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,425 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 rose from 0.14% to 0.17%. 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 380th-largest of 848 plans among Utah employers on file, and 6,845th of 11,654 in professional & technical services. In 2024, employees put in $3.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,938,596
Participants with balances182
Active participants157
Employer contributions$223,679
Employee contributions$869,326
Employer contribution per active participant$1,425
Average account balance$76,586
Benefits paid to participants$448,620
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 182 accts · $224K emplr
2023$11.5M · 168 accts · $233K emplr
2022$9.0M · 167 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,408
Investment management$3,436
Total administrative$21,844
The Roa Management Holding, LLC 401(k) match · 2024
Employer contribution per active participant$1,425
Median for plans this size$2,416
2024$1,425 per active participant
2023$1,520 per active participant
2022$1,526 per active participant

Roa Management Holding, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,408

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$21,844 · 0.17%
2023$16,210 · 0.16%
2022$13,152 · 0.14%
Same employer
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Asahi Refining USA, Inc. UT$16.2M · 0.39%
Wsrp Advisory, LLC UT$15.0M · 0.51%
Pdq.com, Corporation UT$14.4M · 0.05%
Testout Corporation UT$13.8M · 0.37%
Fishbowl Solutions LLC UT$13.7M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841905956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.