Plan Ledger DOL Form 5500 · updated monthly

Raintree Systems, Inc.401(k)

RAINTREE SYSTEMS, INC. 401(K) · TEMECULA, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Raintree Systems, Inc. reported $39,109 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,318 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 1 year on file its reported administrative ratio rose from 0.19% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,505th of 9,483), and 8,042nd of 11,654 in professional & technical services. In 2024, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,838,902
Participants with balances173
Active participants186
Employer contributions$431,138
Employee contributions$1,321,731
Employer contribution per active participant$2,318
Average account balance$56,872
Benefits paid to participants$3,131,383
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$9.8M · 173 accts · $431K emplr
2023$8.8M · 181 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,359
Total administrative$39,109
The Raintree Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$2,318
Median for plans this size$1,313
2024$2,318 per active participant
2023$1,700 per active participant

Raintree Systems, Inc.'s 2024 employer contribution ran above the $1,313 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
GALLAGHER BENEFIT SERVICES INCindirect comp

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

Administrative cost history2
2024$39,109 · 0.42%
2023$16,843 · 0.19%
Same employer
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Srs Consulting, Inc CA$9.9M · 0.02%
Pavement Engineering Inc. CA$9.9M · 0.77%
Just Media, Inc. CA$9.9M · 0.60%
U.S. Cad CA$9.8M · 0.76%
Italent Corporation CA$9.8M · 0.54%
Americor Funding CA$9.8M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330651691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.