Plan Ledger DOL Form 5500 · updated monthly

The Rdi Group General Partnership401(k)

THE RDI GROUP RETIREMENT SAVINGS PLAN · ITASCA, IL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

The Rdi Group General Partnership reported $77,230 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,018 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 3 years on file its reported administrative ratio has held roughly steady near 0.331%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,515th-largest of 3,702 plans among Illinois employers on file, and the 5,234th of 13,661 in manufacturing. In 2024, employees put in $7.64 for every $1.00 the employer contributed; active participation has grown from 106 to 165 since 2022.

Plan summary
Net assets, end of year$24,176,514
Participants with balances162
Active participants165
Employer contributions$168,011
Employee contributions$1,282,900
Employer contribution per active participant$1,018
Average account balance$149,238
Benefits paid to participants$2,610,653
Plan auditUnmodified (clean) audit opinion
AuditorWEISS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 162 accts · $168K emplr
2023$22.5M · 127 accts · $108K emplr
2022$22.1M · 127 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,197
Investment management$55,033
Total administrative$77,230
The The Rdi Group General Partnership 401(k) match · 2024
Employer contribution per active participant$1,018
Median for plans this size$2,416
2024$1,018 per active participant
2023$988 per active participant
2022$947 per active participant

The Rdi Group General Partnership'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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$50,999
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,197
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,426

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$77,230 · 0.33%
2023$66,713 · 0.30%
2022$69,342 · 0.33%
Same employer
Similar plansManufacturing · Illinois
Goellner, Inc. IL$24.4M · 0.41%
Grecian Delight Foods, Inc. IL$24.4M · 0.44%
Johns Byrne Company IL$24.2M · 0.01%
Vanee Foods Company IL$24.2M · 0.35%
Turtle Wax, Inc. IL$23.9M · 0.22%
Profile Products LLC IL$23.7M · 0.05%
Springfield, Inc. IL$23.6M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364344424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.