Plan Ledger DOL Form 5500 · updated monthly

Rpm Living, LLC401(k)

RPM LIVING, LLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Rpm Living, LLC reported $437,254 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,588 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 1.25% to 0.80%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 898th-largest of 5,688 plans among Texas employers on file, and the 215th of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 2,877 to 4,973 since 2022.

Plan summary
Net assets, end of year$64,366,379
Participants with balances4,956
Active participants4,973
Employer contributions$7,898,978
Employee contributions$14,488,633
Employer contribution per active participant$1,588
Average account balance$12,988
Benefits paid to participants$11,144,434
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$64.4M · 4,956 accts · $7.9M emplr
2023$44.4M · 4,242 accts · $5.0M emplr
2022$29.6M · 4,007 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$319,182
Investment management$118,072
Total administrative$437,254
The Rpm Living, LLC 401(k) match · 2024
Employer contribution per active participant$1,588
Median for plans this size$3,635
2024$1,588 per active participant
2023$1,085 per active participant
2022$1,426 per active participant

Rpm Living, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$319,182
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$108,580
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,492

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$437,254 · 0.80%
2023$331,567 · 0.90%
2022$304,456 · 1.25%
Same employer
Similar plansReal Estate & Leasing · Texas
Stream Realty Partners TX$73.2M · 0.40%
Dwyer Franchising LLC TX$71.8M · 0.26%
Rockpoint Management, LLC TX$60.8M · 0.02%
Belmont Village, L.P. TX$59.2M · 0.32%
Versabar, Incorporated TX$53.9M · 0.18%
Cws Capital Partners LLC TX$48.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270226749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.