Plan Ledger DOL Form 5500 · updated monthly

Rbt Cpas, LLP401(k)

RBT CPAS LLP 401K PROFIT SHARING PLAN AND TRUST · NEWBURGH, NY · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Rbt Cpas, LLP reported $62,939 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $2,468 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 3 years on file its reported administrative ratio has held roughly steady near 0.81%. 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 New York (3,858th of 5,648), and 8,532nd of 11,654 in professional & technical services. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,414,370
Participants with balances124
Active participants117
Employer contributions$288,799
Employee contributions$702,029
Employer contribution per active participant$2,468
Average account balance$67,858
Benefits paid to participants$785,918
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 124 accts · $289K emplr
2023$7.2M · 135 accts · $234K emplr
2022$5.2M · 129 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,170
Investment management$36,769
Total administrative$62,939
The Rbt Cpas, LLP 401(k) match · 2024
Employer contribution per active participant$2,468
Median for plans this size$1,313
2024$2,468 per active participant
2023$1,998 per active participant
2022$1,588 per active participant

Rbt Cpas, LLP'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
FOCUSED WEALTH MANAGEMENT INC · Investment advisory (plan)$36,769
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,170

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

Administrative cost history3
2024$62,939 · 0.81%
2023$50,787 · 0.82%
2022$44,270 · 0.82%
Same employer
Similar plansProfessional & Technical Services · New York
Ntopology, Inc. NY$8.5M · 0.11%
Revolut Technologies Inc NY$8.5M · 0.05%
Si Engineering P.C. NY$8.5M · 0.67%
Spotnana Technology, Inc. NY$8.4M · 0.21%
Trialspark, Inc. NY$8.4M · 0.07%
Big Architecture D.P.C. NY$8.4M · 0.72%
Laforce & Company, LLC NY$8.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141604297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.