Employers › Ikon Office Solutions
Recordkeeping fees per participant · Ricoh USA, Inc. Retirement Savings Plan · plan year 2024
$40.18
Higher than 65% of the 790 plans over $1B that report it.
= $538,397 / 13,400
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014012434NAL0000998051001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014012434NAL0000998051001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$57.23
Higher than 68% of the 1,045 plans over $1B that report it.
= $766,836 / 13,400
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014012434NAL0000998051001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014012434NAL0000998051001, received 2025-10-14
Administrative expenses per participant
$85.99
Higher than 62% of the 1,076 plans over $1B that report it.
= $1,152,297 / 13,400
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014012434NAL0000998051001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014012434NAL0000998051001, received 2025-10-14
Administrative expenses as a share of assets
0.053%
Higher than 57% of the 1,076 plans over $1B that report it.
= $1,152,297 / $2,167,471,123
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014012434NAL0000998051001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014012434NAL0000998051001, received 2025-10-14
Employer contributions per participant
$2,053
Higher than 18% of the 1,135 plans over $1B that report it.
= $27,511,100 / 13,400
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014012434NAL0000998051001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014012434NAL0000998051001, received 2025-10-14
Employer share of total contributions
27.7%
Higher than 32% of the 1,135 plans over $1B that report it.
= $27,511,100 / $99,477,831
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014012434NAL0000998051001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014012434NAL0000998051001, received 2025-10-14
Plan terms are described in Ikon Office Solutions Inc's SEC filings: Form 11-K filed 2008-06-26 and Form 10-K filed 2007-11-29. No term could be quoted from them with the required precision.
2D · 2E profit-sharing · 2F ERISA 404(c) plan · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014012434NAL0000998051001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | RICOH USA, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Plan name | RICOH USA, INC. RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Sponsor EIN / plan number | 23-0334400 / 099 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Sponsor location | EXTON, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Industry (business code) | 424100, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Participants, beginning of year | 17,376 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Active participants | 11,575 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Participants, end of year | 16,405 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Participants with an account balance | 13,400 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Total assets, beginning of year | $2,067,951,007 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Total assets, end of year | $2,167,471,123 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Net assets, end of year | $2,166,085,264 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Total income | $373,178,535 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Net income | $99,663,167 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Employer contributions | $27,511,100 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Participant contributions | $71,966,731 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Total contributions | $99,477,831 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Benefit payments | $272,350,793 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $273,515,368 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Total administrative expenses | $1,152,297 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Contract administrator fees | $53,709 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Recordkeeping fees | $538,397 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| IQPA audit fees | $30,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Investment advisory and management fees | $385,461 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Administrative expenses excluding investment management | $766,836 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Held in common/collective trusts | $1,124,790,216 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Held in mutual funds | $836,113,975 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014012434NAL0000998051001, received 2025-10-14 |
| Independent auditor | GRANT THORNTON, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014012434NAL0000998051001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014012434NAL0000998051001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGTrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 50 Direct payment from the plan | $433,129 | no |
| MERCER | NONE | 28 Investment management; 50 Direct payment from the plan | $119,459 | no |
| AON CONSULTING INC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $50,409 | no |
| GRANT THORNTON, LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $30,500 | no |
| BALLARD SPAHR | NONE | 29 Legal; 50 Direct payment from the plan | $19,170 | no |
| NORTHERN TRUST | TRUSTEE | 21 Trustee (bank, trust company or similar); 28 Investment management; 50 Direct payment from the plan; 62 Float revenue; 99 Other fees | $16,056 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014012434NAL0000998051001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,067,951,007 | $2,167,471,123 | 4.8% |
| Participants with a balance | 14,396 | 13,400 | -6.9% |
| Administrative expenses | $1,138,278 | $1,152,297 | 1.2% |
| Recordkeeping fees per participant | $39.21 | $40.18 | 2.5% |
| Employer contributions | $28,480,763 | $27,511,100 | -3.4% |
Prior filing 20241009134738NAL0032929552001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: RICOH USA, INC.; SEC registrant: IKON OFFICE SOLUTIONS INC (CIK 3370, matched by EIN).