Plan Ledger DOL Form 5500 · updated monthly

Rancho Research Institute401(k)

RANCHO RESEARCH INSTITUTE 401(K) RETIREMENT PLAN · DOWNEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Rancho Research Institute reported $44,267 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,807 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 rose from 0.01% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,221st-largest of 9,483 plans among California employers on file, and 6,337th of 11,654 in professional & technical services. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 123 to 136 since 2022.

Plan summary
Net assets, end of year$16,051,169
Participants with balances181
Active participants136
Employer contributions$381,753
Employee contributions$400,313
Employer contribution per active participant$2,807
Average account balance$88,680
Benefits paid to participants$1,303,485
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 181 accts · $382K emplr
2023$13.9M · 188 accts · $348K emplr
2022$11.7M · 171 accts · $317K emplr
The Rancho Research Institute 401(k) match · 2024
Employer contribution per active participant$2,807
Median for plans this size$2,416
2024$2,807 per active participant
2023$2,653 per active participant
2022$2,578 per active participant

Rancho Research Institute's 2024 employer contribution ran above the $2,416 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$44,267
DODGE & COX · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$44,267 · 0.30%
2023$26,654 · 0.21%
2022$1,590 · 0.01%
Similar plansProfessional & Technical Services · California
Symvionics, Inc. CA$16.1M · 0.03%
Policylink CA$16.1M · 0.06%
Kitty Hawk Corporation CA$16.1M · 0.14%
Tekion Corp CA$16.0M · 0.11%
Code for America Labs, Inc. CA$16.0M · 0.58%
Conversica, Inc. CA$16.0M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951911180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.