Employers › RF Industries
Recordkeeping fees per participant · RF Industries, Ltd. 401(k) Profit Sharing Plan · plan year 2024
$149.36
Higher than 77% of the 14,075 plans $10 to 50M that report it.
= $37,789 / 253
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008142628NAL0005990177001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008142628NAL0005990177001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-10-08.
Administrative expenses excluding investment management, per participant
$186.88
Higher than 70% of the 24,371 plans $10 to 50M that report it.
= $47,280 / 253
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008142628NAL0005990177001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008142628NAL0005990177001, received 2025-10-08
Administrative expenses per participant
$390.17
Higher than 84% of the 25,098 plans $10 to 50M that report it.
= $98,712 / 253
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008142628NAL0005990177001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008142628NAL0005990177001, received 2025-10-08
Administrative expenses as a share of assets
0.587%
Higher than 89% of the 25,132 plans $10 to 50M that report it.
= $98,712 / $16,807,104
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008142628NAL0005990177001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008142628NAL0005990177001, received 2025-10-08
Employer contributions per participant
$2,079
Higher than 50% of the 24,050 plans $10 to 50M that report it.
= $525,957 / 253
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008142628NAL0005990177001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008142628NAL0005990177001, received 2025-10-08
Employer share of total contributions
31.8%
Higher than 64% of the 24,084 plans $10 to 50M that report it.
= $525,957 / $1,655,996
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008142628NAL0005990177001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008142628NAL0005990177001, received 2025-10-08
Plan terms are described in RF Industries, Ltd.'s SEC filings: Form 10-K filed 2026-01-14. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008142628NAL0005990177001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | RF INDUSTRIES, LTD. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Plan name | RF INDUSTRIES, LTD. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Sponsor EIN / plan number | 88-0168936 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Industry (business code) | 334200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Participants, beginning of year | 384 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Active participants | 301 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Participants, end of year | 333 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Participants with an account balance | 253 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Total assets, beginning of year | $17,025,567 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Total assets, end of year | $16,807,104 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Net assets, end of year | $16,807,104 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Total income | $3,670,634 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Net income | $-218,463 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Employer contributions | $525,957 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Participant contributions | $1,130,039 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Total contributions | $1,655,996 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Benefit payments | $3,790,385 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $3,889,097 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Total administrative expenses | $98,712 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Contract administrator fees | $9,491 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Recordkeeping fees | $37,789 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Investment advisory and management fees | $51,432 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Administrative expenses excluding investment management | $47,280 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008142628NAL0005990177001, received 2025-10-08 |
| Independent auditor | MEIHAUS CPA, PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008142628NAL0005990177001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008142628NAL0005990177001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERILL LYNCH | INVESTMENT ADVISORY | 26 Investment advisory (participants) | $51,433 | no |
| JOHN HANCOCK LIFE INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management | $6,195 | yes |
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 20251008142628NAL0005990177001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $17,025,568 | $16,807,104 | -1.3% |
| Participants with a balance | 300 | 253 | -15.7% |
| Administrative expenses | $82,445 | $98,712 | 19.7% |
| Recordkeeping fees per participant | not reported | $149.36 | |
| Employer contributions | $551,598 | $525,957 | -4.6% |
Prior filing 20240530145847NAL0006686931001, received 2024-05-30; the plan years are contiguous.
Sponsor name as filed: RF INDUSTRIES, LTD.; SEC registrant: R F INDUSTRIES LTD (CIK 740664, matched by EIN).