Plan Ledger DOL Form 5500 · updated monthly

Rsd - Total Control401(k)

REFRIGERATION SUPPLIES DISTRIBUTOR DEFINED CONTRIBUTION RETIREMENT PLAN & TRUST · LAKE FOREST, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rsd - Total Control reported $12,147 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,637 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 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,104th-largest of 9,483 plans among California employers on file, and the 471st of 4,246 in wholesale trade. In 2024, employees put in $3.45 for every $1.00 the employer contributed; active participation has grown from 605 to 713 since 2022.

Plan summary
Net assets, end of year$89,275,484
Participants with balances526
Active participants713
Employer contributions$1,166,880
Employee contributions$4,024,591
Employer contribution per active participant$1,637
Average account balance$169,725
Benefits paid to participants$2,764,668
Plan auditUnmodified (clean) audit opinion
AuditorBRHE GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$89.3M · 526 accts · $1.2M emplr
2023$75.0M · 501 accts · $1.1M emplr
2022$62.9M · 484 accts · $887K emplr
Administrative expenses, itemized · 2024
Investment management$36,897
Total administrative$12,147
The Rsd - Total Control 401(k) match · 2024
Employer contribution per active participant$1,637
Median for plans this size$3,635
2024$1,637 per active participant
2023$1,753 per active participant
2022$1,466 per active participant

Rsd - Total Control'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$36,897

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$12,147 · 0.01%
2023$9,879 · 0.01%
2022$22,068 · 0.03%
Same employer
Similar plansWholesale Trade · California
Pricesmart, Inc. CA$95.2M · 0.04%
The Bobrick Corporation CA$92.1M · 0.17%
Jordano's, Inc. CA$90.3M · 0.04%
Golden State Lumber, Inc. CA$87.4M · 0.14%
Wismettac Asian Foods, Inc. CA$83.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951262130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.