P PlanScore

Home / Employer profile

Department of Labor filing

RETAIL DATA, LLC

RETAIL DATA, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?
Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

25filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$516

Reported employer contributions per active participant.

Higher than about 9% of comparable plans
#People in the filing
371

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$124 / participant

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

Lower cost than about 62% of comparable plans
↗Investment performance
Not available

Plan assets changed 6.6%, 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 · 202425out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions9th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense62nd percentileTypical peer $173 · based on 5,672 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, RETAIL DATA, LLC reported $191,553 in employer contributions across the plan and 371 active participants. That works out to $516 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 proxy52%

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 trendDown 5.4%

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

Expense trendUp 4.0%

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

Peer context25/100

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
$191,553
Participant contributions
$903,712
Other contributions
Not reported
Employer share of reported contributions
17.5%
Beginning assets
$10,949,804
Ending assets
$11,667,363
Ending net assets
$11,667,363
Ending liabilities
$0
Total income
$2,576,903
Total expenses
$1,859,344
Administrative expenses
$115,716
Participant loans
$271,860

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
$546
2023
$699
2024
$516
Plan-paid administrative expenses per participant
2022
$119
2023
$196
2024
$124
Active participants
2022
521
2023
375
2024
371
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$51637111.7M20251010051315NAL0004362883001
2023$69937510.9M20241015141437NAL0014810147001
2022$5465219.3M20231013140344NAL0045272736001

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
2.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
202008534-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 2005
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2S2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
DODGE & COX INC., DISTRIBUTOR2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20251010051315NAL0004362883001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗