Plan Ledger DOL Form 5500 · updated monthly

Rt&T Enterprises401(k)

RT&T ROCKFARM RETIREMENT PLAN · EAST DUBUQUE, IL · plan year 2022

Reported admin expense ratio · 2022
0.60%

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

Rt&T Enterprises reported $49,106 in plan administrative expenses for 2022: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,389 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (2,668th of 3,702), and 1,342nd of 2,677 in transportation & warehousing. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,526,741
Participants with balances96
Active participants108
Employer contributions$258,016
Employee contributions$546,822
Employer contribution per active participant$2,389
Average account balance$78,404
Benefits paid to participants$443,438
Plan auditUnmodified (clean) audit opinion
AuditorHONKAMP, P.C.
Administrative expenses, itemized · 2022
Investment management$49,106
Total administrative$49,106
The Rt&T Enterprises 401(k) match · 2022
Employer contribution per active participant$2,389
Median for plans this size$1,114

Rt&T Enterprises's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$49,106 · 0.60%
Similar plansTransportation & Warehousing · Illinois
Loadsmart, Inc. IL$8.1M · 0.36%
Rjw Logistics, Inc. IL$8.0M · 1.37%
McLeod Express, LLC IL$7.4M · 0.64%
Avenue Logistics, LLC IL$7.0M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363942614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.