Plan Ledger DOL Form 5500 · updated monthly

Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation401(k)

ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS · CERRITOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation reported $45,820 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,063 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 462nd-largest of 9,483 plans among California employers on file, and the 641st of 11,654 in professional & technical services. In 2024, the employer put in $1.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$260,368,728
Participants with balances454
Active participants389
Employer contributions$7,804,623
Employee contributions$5,151,573
Employer contribution per active participant$20,063
Average account balance$573,499
Benefits paid to participants$13,518,263
Plan auditUnmodified (clean) audit opinion
AuditorWINDES
Plan history3
Yearassets · accounts · employer contribution
2024$260.4M · 454 accts · $7.8M emplr
2023$226.6M · 438 accts · $7.4M emplr
2022$187.5M · 413 accts · $6.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,470
Investment management$30,350
Total administrative$45,820
The Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation 401(k) match · 2024
Employer contribution per active participant$20,063
Median for plans this size$3,635
2024$20,063 per active participant
2023$20,443 per active participant
2022$18,681 per active participant

Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$30,820
ALPHAPOINT, INC. · Investment management$15,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,820 · 0.02%
2023$27,628 · 0.01%
2022$24,497 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Super Micro Computer, Inc. CA$267.0M · 0.03%
Omnissa, LLC CA$262.9M · 0.01%
Unity Technologies CA$247.2M · 0.04%
Samsara Inc. CA$240.1M · 0.04%
Farella Braun and Martel LLP CA$237.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953378600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.