Plan Ledger DOL Form 5500 · updated monthly

Rts Holdings, LLC401(k)

RTS HOLDINGS, LLC 401(K) RETIREMENT PLAN · RANDOLPH, MA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Rts Holdings, LLC reported $125,165 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $834 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 0.82% to 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Massachusetts (1,386th of 2,726), and the 788th of 2,677 in transportation & warehousing. In 2024, employees put in $3.05 for every $1.00 the employer contributed; active participation has grown from 751 to 980 since 2022.

Plan summary
Net assets, end of year$18,456,330
Participants with balances1,418
Active participants980
Employer contributions$817,054
Employee contributions$2,492,461
Employer contribution per active participant$834
Average account balance$13,016
Benefits paid to participants$1,235,983
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.5M · 1,418 accts · $817K emplr
2023$14.5M · 1,279 accts · $757K emplr
2022$11.0M · 1,059 accts · $345K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,165
Total administrative$125,165
The Rts Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$834
Median for plans this size$2,416
2024$834 per active participant
2023$834 per active participant
2022$460 per active participant

Rts Holdings, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$125,165

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

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Administrative cost history3
2024$125,165 · 0.76%
2023$107,047 · 0.84%
2022$89,669 · 0.82%
Same employer
Similar plansTransportation & Warehousing · Massachusetts
C.H. Powell Company MA$18.7M · 0.20%
Sterling Corporation MA$18.6M · 0.60%
Mid-State Management, Inc. MA$17.9M · 0.34%
Cape Cod Express, LLC MA$14.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461578437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.