Plan Ledger DOL Form 5500 · updated monthly

Royal Brass & Hose Company, Inc.401(k)

ROYAL BRASS & HOSE COMPANY, INC. 401(K) PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Royal Brass & Hose Company, Inc. reported $54,915 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $1,487 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 0.52% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Tennessee (755th of 1,496), and 2,604th of 4,246 in wholesale trade. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 149 to 259 since 2022.

Plan summary
Net assets, end of year$12,612,477
Participants with balances223
Active participants259
Employer contributions$385,078
Employee contributions$974,245
Employer contribution per active participant$1,487
Average account balance$56,558
Benefits paid to participants$1,337,446
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 223 accts · $385K emplr
2023$11.4M · 169 accts · $380K emplr
2022$11.9M · 178 accts · $323K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,915
Total administrative$54,915
The Royal Brass & Hose Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,487
Median for plans this size$2,416
2024$1,487 per active participant
2023$2,123 per active participant
2022$2,165 per active participant

Royal Brass & Hose Company, 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 · 20242
TRENDZ ADVISORS INC · Investment advisory (plan)$38,752

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$54,915 · 0.46%
2023$9,844 · 0.08%
2022$66,946 · 0.52%
All plans at this employer2
ROYAL BRASS & HOSE COMPANY, INC. 401(K) PROFIT SHARING PLAN401(k)
ROYAL BRASS & HOSE EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Tennessee
Kenny Pipe & Supply, Inc. TN$14.2M · 0.53%
Symmetry Surgical Inc. TN$13.5M · 0.41%
Chemical Services, Inc. TN$13.3M · 0.56%
Eagle Distributing Company TN$13.2M · 0.42%
Lee-Smith, Inc. TN$10.2M · 0.09%
Det Distributing Company TN$9.4M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620694119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.