Employers › Ogden Projects › plan 005
Recordkeeping fees per participant · Reworld Savings Plan · plan year 2024
$72.11
Higher than 79% of the 1,697 plans $250M to 1B that report it.
= $333,291 / 4,622
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015080422NAL0004024385001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080422NAL0004024385001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 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 2025-10-15.
Administrative expenses excluding investment management, per participant
$135.62
Higher than 88% of the 2,324 plans $250M to 1B that report it.
= $626,837 / 4,622
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015080422NAL0004024385001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080422NAL0004024385001, received 2025-10-15
Administrative expenses per participant
$201.64
Higher than 90% of the 2,405 plans $250M to 1B that report it.
= $931,976 / 4,622
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080422NAL0004024385001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080422NAL0004024385001, received 2025-10-15
Administrative expenses as a share of assets
0.098%
Higher than 65% of the 2,407 plans $250M to 1B that report it.
= $931,976 / $947,719,822
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080422NAL0004024385001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015080422NAL0004024385001, received 2025-10-15
Employer contributions per participant
$4,330
Higher than 67% of the 2,457 plans $250M to 1B that report it.
= $20,015,027 / 4,622
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080422NAL0004024385001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080422NAL0004024385001, received 2025-10-15
Employer share of total contributions
34.3%
Higher than 61% of the 2,459 plans $250M to 1B that report it.
= $20,015,027 / $58,279,637
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080422NAL0004024385001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015080422NAL0004024385001, received 2025-10-15
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015080422NAL0004024385001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | REWORLD PROJECTS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Plan name | REWORLD SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Sponsor EIN / plan number | 13-3213657 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Sponsor location | MORRISTOWN, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Industry (business code) | 221100, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Participants, beginning of year | 5,538 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Active participants | 4,157 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Participants, end of year | 5,581 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Participants with an account balance | 4,622 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Total assets, beginning of year | $872,347,601 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Total assets, end of year | $947,719,822 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Net assets, end of year | $947,719,822 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Total income | $188,437,511 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Net income | $75,341,122 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Employer contributions | $20,015,027 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Participant contributions | $33,256,949 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $5,007,661 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Total contributions | $58,279,637 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Benefit payments | $111,985,447 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $113,096,389 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Total administrative expenses | $931,976 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Recordkeeping fees | $333,291 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| IQPA audit fees | $69,714 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Investment advisory and management fees | $305,139 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Administrative expenses excluding investment management | $626,837 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Held in common/collective trusts | $463,556,075 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Held in mutual funds | $446,197,655 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015080422NAL0004024385001, received 2025-10-15 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015080422NAL0004024385001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015080422NAL0004024385001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 33 Securities brokerage; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 55 Other commissions; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $334,809 | yes |
| EDELMAN FINANCIAL ENGINES | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $249,284 | no |
| CROWE LLC | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $69,714 | no |
| CAPFINANCIAL PARTNERS LLC | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $55,855 | no |
| SMITH, GAMBRELL & RUSSELL, LLP | NONE | 29 Legal; 50 Direct payment from the plan | $49,458 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 55 Other commissions; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $2,673 | 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 20251015080422NAL0004024385001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $872,347,601 | $947,719,822 | 8.6% |
| Participants with a balance | 4,778 | 4,622 | -3.3% |
| Administrative expenses | $767,899 | $931,976 | 21.4% |
| Recordkeeping fees per participant | $59.18 | $72.11 | 21.8% |
| Employer contributions | $17,364,187 | $20,015,027 | 15.3% |
Prior filing 20241009101954NAL0010520835001, received 2024-10-09; the plan years are contiguous.