Plan Ledger DOL Form 5500 · updated monthly

Robinson Aviation (Rva), Inc.401(k)

THE RVA PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Robinson Aviation (Rva), Inc. reported $132,588 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,162 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 0.03% to 0.35%. 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 152nd-largest of 724 plans among Oklahoma employers on file, and the 3,401st of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,611,051
Participants with balances399
Active participants612
Employer contributions$1,323,182
Employee contributions$2,405,672
Employer contribution per active participant$2,162
Average account balance$96,770
Benefits paid to participants$6,041,300
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.6M · 399 accts · $1.3M emplr
2023$36.4M · 399 accts · $1.1M emplr
2022$30.8M · 369 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$132,588
Total administrative$132,588
The Robinson Aviation (Rva), Inc. 401(k) match · 2024
Employer contribution per active participant$2,162
Median for plans this size$2,416
2024$2,162 per active participant
2023$1,808 per active participant
2022$1,807 per active participant

Robinson Aviation (Rva), Inc.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$132,588
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)indirect comp
EIDE BAILLY LLP · Accounting / auditindirect 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
2024$132,588 · 0.35%
2023$37,531 · 0.11%
2022$12,575 · 0.03%
Similar plansProfessional & Technical Services · Oklahoma
Express Services, Inc. OK$44.9M · 0.17%
Phillips Murrah, P.C. OK$44.5M · 0.22%
C.H. Guernsey & Company OK$39.8M · 0.10%
Clarion Events, Inc. OK$37.0M · 0.23%
Waterfield Technologies OK$33.8M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521471658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.