Plan Ledger DOL Form 5500 · updated monthly

Fariborz Rodef DDS, Inc.401(k)

FARIBORZ RODEF DDS, INC. 401(K) PLAN · WEST COVINA, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Fariborz Rodef DDS, Inc. reported $9,197 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $982 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 fell from 0.22% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,015th of 9,483), and 6,450th of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,999,609
Participants with balances185
Active participants327
Employer contributions$321,240
Employee contributions$672,559
Employer contribution per active participant$982
Average account balance$43,241
Benefits paid to participants$141,301
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 185 accts · $321K emplr
2023$6.3M · 197 accts · $318K emplr
2022$4.7M · 148 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26
Trustee / custodial$341
Total administrative$9,197
The Fariborz Rodef DDS, Inc. 401(k) match · 2024
Employer contribution per active participant$982
Median for plans this size$1,313
2024$982 per active participant
2023$1,065 per active participant
2022$741 per active participant

Fariborz Rodef DDS, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$5,857
HICKS PENSION SERVICES - FRESNO · Recordkeeping · Loan processing$3,375

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

Recordkeeper by year2
2024HICKS PENSION SERVICES - FRESNO, Transamerica
2023HICKS PENSION SERVICES - FRESNO, Transamerica

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

Administrative cost history3
2024$9,197 · 0.13%
2023$8,028 · 0.15%
2022$10,948 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · California
Aldea Inc. CA$8.1M · 0.01%
Madera Community Hospital CA$8.1M · 0.17%
Independent Options, Inc. CA$8.0M · 0.34%
American River Home Care CA$8.0M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320012113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.