Plan Ledger DOL Form 5500 · updated monthly

R & V Management Corp401(k)

R & V MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
1.09%

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

R & V Management Corp reported $16,979 in plan administrative expenses for 2022: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,606 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (9,294th of 9,483), and 11,560th of 11,654 in professional & technical services. In 2022, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$155,170
Participants with balances23
Active participants23
Employer contributions$59,935
Employee contributions$136,487
Employer contribution per active participant$2,606
Average account balance$6,747
Benefits paid to participants$1,427,220
Plan auditUnmodified (clean) audit opinion
AuditorLEAF & COLE, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,619
Professional / advisory$360
Total administrative$16,979
The R & V Management Corp 401(k) match · 2022
Employer contribution per active participant$2,606
Median for plans this size$1,114

R & V Management Corp's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,979 · 1.09%
Similar plansProfessional & Technical Services · California
N Solution LLC CA$195K · 1.30%
B2SIGN Inc. CA$163K · 3.51%
Pro-Tek Consulting CA$159K · 1.11%
Ellabron Inc CA$125K · 3.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953456572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.