# Rlb Ventures, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/rlb-ventures-inc-201980576-501

> Rlb Ventures, INC.'s Health & Welfare plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rlb Ventures, INC.

- **Sponsor EIN:** 201980576

- **Sponsor Address:** 10 INDUSTRIAL WAY, DENVER, PA, 17517

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 53

- **Total Assets:** $62,664

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|53|$62,664|$519,889|$167,189|

| 2023|51|$67,269|$446,324|$191,529|

| 2022|61|$269,235|$343,656|$225,296|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$18,923|—|$18,923|

| THE BENECON GROUP, LLC|Investment Advisor|$17,002|—|$17,002|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,925

- **Estimated Expense Ratio:** 57.330% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$523,483|—|—|—|—|

| 2023|$701,982|—|—|—|—|

| 2022|$615,047|—|—|—|—|

## Similar Plans

- [True Capital Partners, LLC](https://planprovider.pro/companies/true-capital-partners-llc-401k-plan) — 549 participants

- [Rs7 Holdings, LLC](https://planprovider.pro/companies/rs7-holdings-llc-401k-plan) — 540 participants

- [Signature Custom Cabinetry, INC.](https://planprovider.pro/companies/signature-custom-cabinetry-inc-401k-plan) — 148 participants

- [Highwood Usa, LLC](https://planprovider.pro/companies/premier-outdoor-living-401k-plan) — 141 participants

- [Rynone Manufacturing Corporation](https://planprovider.pro/companies/rynone-manufacturing-corporation-401k-plan-002) — 127 participants

- [Premier Custom-Built, INC.](https://planprovider.pro/companies/premier-custom-built-inc-401k-plan) — 126 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rlb-ventures-inc-201980576-501)

© 2026 PlanProvider.Pro