Department of Labor filing

RBR MANAGEMENT LLC

RBR MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

49filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$739

Reported employer contributions per active participant.

Higher than about 48% of comparable plans

#People in the filing

563

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$70 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 51% of comparable plans

↗Investment performance

Not available

Plan assets changed 41.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202449out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $779 · based on 282 comparable plans

Lower reported administrative expense51st percentileTypical peer $72 · based on 307 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, RBR MANAGEMENT LLC reported $415,930 in employer contributions across the plan and 563 active participants. That works out to $739 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 49.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 51.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context49/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $415,930
Participant contributions: $993,396
Other contributions: $47,995
Employer share of reported contributions: 29.5%
Beginning assets: $3,915,168
Ending assets: $5,539,583
Ending net assets: $5,539,583
Ending liabilities: $0
Total income: $1,981,235
Total expenses: $364,499
Administrative expenses: $45,805
Participant loans: $191,056

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$493

2023

$623

2024

$739

Plan-paid administrative expenses per participant

2022

$145

2023

$89

2024

$70

Active participants

2022

437

2023

524

2024

563

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$739	563	5.5M	20251013092919NAL0000443555001
2023	$623	524	3.9M	20241009074419NAL0018871825001
2022	$493	437	2.6M	20231016162038NAL0051487344001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 271466450-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2010
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20251013092919NAL0000443555001

Data sourceDOL Form 5500 bulk data ↗

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