Retirement plan

REIMBURSEMENT CONSULTANTS, INC. RETIREMENT SAVINGS PLAN

Name: REIMBURSEMENT CONSULTANTS, INC. - REIMBURSEMENT CONSULTANTS, INC. RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: REIMBURSEMENT CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REIMBURSEMENT CONSULTANTS, INC. RETIREMENT SAVINGS PLAN, REIMBURSEMENT CONSULTANTS, INC.

REIMBURSEMENT CONSULTANTS, INC.EIN 57-0739383Plan #001PY 2025

P.O. BOX 1016 - IRMO, SC 29063803-345-5716

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.5M

+6.7% from 2024

Total participants

0.0% from 2024

Average account balance

$502,314

+13.8% from 2024

Annual return

10.28%

-15.29 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.53M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$502K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$210K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$30951

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$464K

$38689 / participant

Other / not subdivided$464K100.0%

% of EOY assets

6.162%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$502,314

$212,386+136.5%

$199,883+151.3%

$138,895+261.6%

Participation rate

91.7%

87.4%+4.3pp

86.8%+4.9pp

79.9%+11.7pp

Annual return

10.28%

47.75%-37.5pp

43.81%-33.5pp

145.39%-135.1pp

Employer contribution / active EE

$12,500

$6,625+88.7%

$6,261+99.6%

$4,194+198.0%

Participant deferral / active EE

$5,030

$9,617-47.7%

$9,138-45.0%

$6,396-21.4%

Admin fee / account holder

$30,951

$18,233+69.8%

$17,268+79.2%

$12,562+146.4%

REIMBURSEMENT CONSULTANTS, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REIMBURSEMENT CONSULTANTS, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion