Plan Ledger DOL Form 5500 · updated monthly

The Rk Logistics Group, Inc.401(k)

RK LOGISTICS GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST · FREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

The Rk Logistics Group, Inc. reported $50,137 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,258 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 fell from 1.40% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,432nd of 9,483), and 1,434th of 2,677 in transportation & warehousing. In 2024, employees put in $3.02 for every $1.00 the employer contributed; active participation has shrunk from 304 to 268 since 2022.

Plan summary
Net assets, end of year$6,698,204
Participants with balances343
Active participants268
Employer contributions$337,084
Employee contributions$1,019,455
Employer contribution per active participant$1,258
Average account balance$19,528
Benefits paid to participants$1,171,082
Plan auditUnmodified (clean) audit opinion
AuditorCRAWFORD PIMENTEL
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 343 accts · $337K emplr
2023$5.6M · 385 accts · $731K emplr
2022$4.0M · 356 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,825
Investment management$33,312
Total administrative$50,137
The The Rk Logistics Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,258
Median for plans this size$1,313
2024$1,258 per active participant
2023$1,898 per active participant
2022$1,991 per active participant

The Rk Logistics Group, Inc.'s 2024 employer contribution ran below 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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$28,749
EMPOWER ADVISORY GROUP, LLC · Investment management$4,563

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$50,137 · 0.81%
2023$56,707 · 1.18%
2022$53,096 · 1.40%
Same employer
Similar plansTransportation & Warehousing · California
Paratransit, Inc. CA$6.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412135907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.