Plan Ledger DOL Form 5500 · updated monthly

The John Richard Collection, LLC401(k)

THE JOHN RICHARD COLLECTION, LLC 401(K) PLAN · GREENWOOD, MS · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

The John Richard Collection, LLC reported $7,220 in plan administrative expenses for 2022: 0.32% of average plan assets, below the peer median. Employer contributions averaged $690 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Mississippi (315th of 367), and 4,623rd of 5,215 in retail trade. In 2022, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,155,645
Participants with balances99
Active participants133
Employer contributions$91,720
Employee contributions$267,926
Employer contribution per active participant$690
Average account balance$21,774
Benefits paid to participants$263,678
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Administrative expenses, itemized · 2022
Professional / advisory$7,220
Total administrative$7,220
The The John Richard Collection, LLC 401(k) match · 2022
Employer contribution per active participant$690
Median for plans this size$1,114

The John Richard Collection, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,220 · 0.32%
Same employer
Similar plansRetail Trade · Mississippi
Triple V, Inc. MS$3.4M · 0.72%
Prince Oil Company, Inc. MS$3.4M · 0.77%
Kirk Auto Co. MS$2.4M · 0.57%
Paradise Foods, Inc. MS$1.8M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 640699039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.