R and a Alexander Investments401(k)
R AND A ALEXANDER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST · OXNARD, CA · plan year 2024
R and a Alexander Investments reported $16,794 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. 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 0.38% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,027th of 9,483), and 4,480th of 5,215 in retail trade.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left R and a Alexander Investments before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 454911397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.