Plan Ledger DOL Form 5500 · updated monthly

Frank, Rimerman + Co. LLP401(k)

FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Frank, Rimerman + Co. LLP reported $117,532 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,416 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 0.13% to 0.12%. 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 929th-largest of 9,483 plans among California employers on file, and the 1,391st of 11,654 in professional & technical services. In 2024, employees put in $3.02 for every $1.00 the employer contributed; active participation has grown from 648 to 791 since 2022.

Plan summary
Net assets, end of year$109,145,566
Participants with balances983
Active participants791
Employer contributions$2,702,412
Employee contributions$8,155,402
Employer contribution per active participant$3,416
Average account balance$111,033
Benefits paid to participants$3,849,256
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.1M · 983 accts · $2.7M emplr
2023$88.0M · 901 accts · $2.4M emplr
2022$67.4M · 797 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,286
Investment management$68,246
Total administrative$117,532
The Frank, Rimerman + Co. LLP 401(k) match · 2024
Employer contribution per active participant$3,416
Median for plans this size$3,635
2024$3,416 per active participant
2023$3,368 per active participant
2022$3,217 per active participant

Frank, Rimerman + Co. LLP's 2024 employer contribution ran below the $3,635 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
ROBERTSON STEPHENS WEALTH MANAGEMEN · Investment advisory (plan)$68,246

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

Administrative cost history3
2024$117,532 · 0.12%
2023$91,416 · 0.12%
2022$93,888 · 0.13%
Same employer
Similar plansProfessional & Technical Services · California
10X Genomics, Inc. CA$113.9M · 0.14%
Openai LP CA$112.8M · 0.07%
Via Technologies, Inc. CA$110.2M · 0.02%
Ambry Genetics Corporation CA$109.1M · 0.18%
Wasserman Media Group, LLC CA$107.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941341042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.