Plan Ledger DOL Form 5500 · updated monthly

Rapattoni Corporation401(k)

RAPATTONI CORPORATION 401(K) PROFIT SHARING PLAN · WESTLAKE VILLAGE, CA · plan year 2023

Reported admin expense ratio · 2023
1.43%

Rapattoni Corporation reported $117,168 in plan administrative expenses for 2023: 1.43% of average plan assets, higher than ~90% of peers. 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 0.93% to 1.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,878th of 9,483), and 8,489th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$8,525,792
Participants with balances98
Active participants69
Employer contributions—
Employee contributions$465,741
Employer contribution per active participant—
Average account balance$86,998
Benefits paid to participants$940,392
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$8.5M · 98 accts
2022$7.9M · 106 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$78,794
Investment management$38,374
Total administrative$117,168
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$40,426
BANK OF AMERICA NA · Consulting · Investment advisory (plan)$38,374

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

Administrative cost history2
2023$117,168 · 1.43%
2022$78,468 · 0.93%
Same employer
Similar plansProfessional & Technical Services · California
Hello Heart Inc. CA$8.6M · 0.49%
Ignition Creative, LLC CA$8.6M · 0.29%
Chromadex, Inc. CA$8.5M · 0.54%
Cypress Hcm Inc. CA$8.5M · 0.38%
Forward Networks, Inc. CA$8.5M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952660655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.