Plan Ledger DOL Form 5500 · updated monthly

Ryan R. Robison & Company, Inc.401(k)

RYAN R. ROBISON & CO., INC. RETIREMENT PLAN · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Ryan R. Robison & Company, Inc. reported $43,847 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1,634 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 0.54% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Michigan (1,886th of 2,619), and 1,326th of 2,534 in administrative & support services. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 105 to 137 since 2022.

Plan summary
Net assets, end of year$6,098,699
Participants with balances152
Active participants137
Employer contributions$223,858
Employee contributions$275,474
Employer contribution per active participant$1,634
Average account balance$40,123
Benefits paid to participants$335,138
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$6.1M · 152 accts · $224K emplr
2023$5.3M · 126 accts · $213K emplr
2022$4.4M · 159 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,607
Investment management$28,240
Total administrative$43,847
The Ryan R. Robison & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,634
Median for plans this size$1,313
2024$1,634 per active participant
2023$1,952 per active participant
2022$1,812 per active participant

Ryan R. Robison & Company, Inc.'s 2024 employer contribution ran above the $1,313 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.

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
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$15,607
ROBERT W BAIRD CO INCORPORATED · Investment advisory (plan)$28,240

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$43,847 · 0.77%
2023$27,723 · 0.57%
2022$25,580 · 0.54%
Similar plansAdministrative & Support Services · Michigan
Copper Hill Inc. MI$6.2M · 0.17%
Conexess Group, LLC MI$6.0M · 0.94%
Praxis Holding, LLC MI$5.7M · 1.04%
Dht Holdings, Inc. MI$5.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383419345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.