Plan Ledger DOL Form 5500 · updated monthly

Rs&I Inc.401(k)

RS&I INC. 401 (K) PLAN · IDAHO FALLS, ID · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Rs&I Inc. reported $26,934 in plan administrative expenses for 2023: 0.34% of average plan assets, below the peer median. Employer contributions averaged $719 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Idaho (189th of 349), and 3,148th of 4,246 in wholesale trade. In 2023, employees put in $5.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,362,414
Participants with balances169
Active participants93
Employer contributions$66,828
Employee contributions$369,478
Employer contribution per active participant$719
Average account balance$49,482
Benefits paid to participants$886,522
Plan auditDisclaimer of opinion
AuditorRUDD AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 161 accts · $65K emplr
2023$8.4M · 169 accts · $67K emplr
2022$7.6M · 164 accts · $61K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,153
Investment management$18,781
Total administrative$26,934
The Rs&I Inc. 401(k) match · 2023
Employer contribution per active participant$719
Median for plans this size$1,308
2024$772 per active participant
2023$719 per active participant
2022$663 per active participant

Rs&I Inc.'s 2023 employer contribution ran below the $1,308 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
ASCENSUS LLC · Loan processing · Recordkeeping$8,153
LPL FINANCIAL RPCP · Investment advisory (plan)$18,781

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,012 · 0.35%
2023$26,934 · 0.34%
2022$29,716 · 0.36%
Same employer
Similar plansWholesale Trade · Idaho
Coleman Oil Company, LLC ID$13.0M · 0.65%
Lightforce USA Inc. ID$10.5M · 0.03%
Premier Performance, LLC ID$7.3M · 0.56%
Kyani, Inc ID$3.4M · 0.58%
Grease Monkey ID$503K · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820299704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.