Rtr Financial Services Inc401(k)
RTR FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST · STATEN ISLAND, NY · plan year 2025
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Rtr Financial Services Inc reported $71,492 in plan administrative expenses for 2025: 0.84% of average plan assets, above the peer median. Employer contributions averaged $1,045 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 rose from 0.63% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in New York (3,822nd of 5,648), and 1,602nd of 2,199 in information & media. In 2025, employees put in $5.21 for every $1.00 the employer contributed; active participation has shrunk from 217 to 131 since 2022.
Rtr Financial Services Inc's 2025 employer contribution ran below the $1,464 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Rtr Financial Services Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 134032618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.