Plan Ledger DOL Form 5500 · updated monthly

Senior Resource Connection401(k)

SENIOR RESOURCE CONNECTION 401(K) RETIREMENT PLAN · DAYTON, OH · plan year 2022

Reported admin expense ratio · 2022
1.20%

Senior Resource Connection reported $4,425 in plan administrative expenses for 2022: 1.20% of average plan assets, above the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,236th of 3,295), and 11,560th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$320,810
Participants with balances35
Active participants103
Employer contributions—
Employee contributions$26,886
Employer contribution per active participant—
Average account balance$9,166
Benefits paid to participants$65,108
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEW J SCARR, CPA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,927
Investment management$1,043
Professional / advisory$455
Total administrative$4,425
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$4,425 · 1.20%
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Rt Industries, Inc. OH$186K · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310592759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.