Employers › Ogden Projects › plan 011
Recordkeeping fees per participant · Reworld Projects Security Fund Plan · plan year 2024
$76.59
Higher than 47% of the 14,075 plans $10 to 50M that report it.
= $11,795 / 154
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015080844NAL0004311185001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080844NAL0004311185001, received 2025-10-15
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 2025-10-15.
Administrative expenses excluding investment management, per participant
$158.59
Higher than 63% of the 24,371 plans $10 to 50M that report it.
= $24,423 / 154
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015080844NAL0004311185001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080844NAL0004311185001, received 2025-10-15
Administrative expenses per participant
$164.13
Higher than 42% of the 25,098 plans $10 to 50M that report it.
= $25,276 / 154
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080844NAL0004311185001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080844NAL0004311185001, received 2025-10-15
Administrative expenses as a share of assets
0.140%
Higher than 26% of the 25,132 plans $10 to 50M that report it.
= $25,276 / $18,021,193
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080844NAL0004311185001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015080844NAL0004311185001, received 2025-10-15
Employer contributions per participant
$39
Higher than 1% of the 24,050 plans $10 to 50M that report it.
= $6,040 / 154
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080844NAL0004311185001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080844NAL0004311185001, received 2025-10-15
Employer share of total contributions
0.8%
Higher than 1% of the 24,084 plans $10 to 50M that report it.
= $6,040 / $750,572
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080844NAL0004311185001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015080844NAL0004311185001, received 2025-10-15
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015080844NAL0004311185001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | REWORLD PROJECTS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Plan name | REWORLD PROJECTS SECURITY FUND PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Sponsor EIN / plan number | 13-3213657 / 011 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Sponsor location | MORRISTOWN, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Industry (business code) | 221100, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015080844NAL0004311185001, 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 20251015080844NAL0004311185001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Participants, beginning of year | 259 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Active participants | 183 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Participants, end of year | 242 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Participants with an account balance | 154 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Total assets, beginning of year | $17,032,062 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Total assets, end of year | $18,021,193 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Net assets, end of year | $18,021,193 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Total income | $3,341,854 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Net income | $1,020,230 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Employer contributions | $6,040 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Participant contributions | $744,532 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Total contributions | $750,572 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Benefit payments | $2,296,348 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $2,321,624 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Total administrative expenses | $25,276 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Recordkeeping fees | $11,795 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Investment advisory and management fees | $853 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Administrative expenses excluding investment management | $24,423 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Held in common/collective trusts | $8,674,044 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Held in mutual funds | $8,863,537 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015080844NAL0004311185001, received 2025-10-15 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015080844NAL0004311185001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015080844NAL0004311185001, 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; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $11,819 | yes |
| SMITH, GAMBRELL & RUSSELL, LLP | NONE | 29 Legal; 50 Direct payment from the plan | $6,642 | 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 20251015080844NAL0004311185001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $17,032,062 | $18,021,193 | 5.8% |
| Participants with a balance | 174 | 154 | -11.5% |
| Administrative expenses | $21,097 | $25,276 | 19.8% |
| Recordkeeping fees per participant | $58.33 | $76.59 | 31.3% |
| Employer contributions | $115,084 | $6,040 | -94.8% |
Prior filing 20241009102612NAL0037465250001, received 2024-10-09; the plan years are contiguous.