Plan Ledger DOL Form 5500 · updated monthly

Russ Darrow Group, Inc.401(k)

RUSS DARROW GROUP, INC. 401(K) SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Russ Darrow Group, Inc. reported $72,623 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $546 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 rose from 0.15% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 562nd-largest of 1,936 plans among Wisconsin employers on file, and the 927th of 5,215 in retail trade. In 2024, employees put in $7.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,151,274
Participants with balances927
Active participants806
Employer contributions$439,925
Employee contributions$3,370,176
Employer contribution per active participant$546
Average account balance$36,841
Benefits paid to participants$5,687,161
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 927 accts · $440K emplr
2023$32.0M · 954 accts · $463K emplr
2022$26.7M · 908 accts · $443K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,623
Total administrative$72,623
The Russ Darrow Group, Inc. 401(k) match · 2024
Employer contribution per active participant$546
Median for plans this size$2,416
2024$546 per active participant
2023$545 per active participant
2022$560 per active participant

Russ Darrow Group, Inc.'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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$72,623
THRIVENT INSURANCE AGENCY INC · Other servicesindirect comp
THRIVENT INVESTMENT MANAGEMENT INC. · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$72,623 · 0.22%
2023$46,482 · 0.16%
2022$42,710 · 0.15%
Same employer
Similar plansRetail Trade · Wisconsin
Kayser Ford, Inc. WI$36.0M · 0.29%
Boston, Inc. WI$34.3M · 0.02%
Ewald Automotive Group WI$33.8M · 0.25%
Buffalo Holding Company WI$33.5M · 0.08%
Acp Creativit, LLC WI$33.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391143175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.