Plan Ledger DOL Form 5500 · updated monthly

Rescue Agency Public Benefit, LLC401(k)

RESCUE AGENCY PUBLIC BENEFIT, LLC 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Rescue Agency Public Benefit, LLC reported $29,069 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,359 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 fell from 0.29% to 0.25%. 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 4,737th-largest of 9,483 plans among California employers on file, and 7,068th of 11,654 in professional & technical services. In 2024, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,092,905
Participants with balances275
Active participants215
Employer contributions$507,171
Employee contributions$1,450,137
Employer contribution per active participant$2,359
Average account balance$47,611
Benefits paid to participants$767,296
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE LOFGREN MORRIS ENGELBERG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 275 accts · $507K emplr
2023$10.3M · 278 accts · $514K emplr
2022$7.1M · 223 accts · $394K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,675
Investment management$11,069
Audit (IQPA)$16,175
Total administrative$29,069
The Rescue Agency Public Benefit, LLC 401(k) match · 2024
Employer contribution per active participant$2,359
Median for plans this size$2,416
2024$2,359 per active participant
2023$1,933 per active participant
2022$1,730 per active participant

Rescue Agency Public Benefit, LLC's 2024 employer contribution ran below 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 · 20244
LAVINE, LOFGREN, MORRIS & ENGELBERG · Accounting / audit$16,175
VOYA RETIREMENT INS AND ANNUITY CO · Investment advisory (participants)$8,640
CBIZ INVESTMENT ADVISORY SERVICES L · Investment advisory (participants) · Investment advisory (plan)indirect comp
CBIZ BENEFITS AND INSURANCE SERVICE · Other servicesindirect comp

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$29,069 · 0.25%
2023$17,703 · 0.20%
2022$20,952 · 0.29%
Same employer
Similar plansProfessional & Technical Services · California
Infotrack US Inc CA$13.3M · 0.60%
Launchsquad, LLC CA$13.2M · 0.39%
Blackstone Technology Group CA$13.1M · 0.45%
Ccof, Inc. CA$13.0M · 0.35%
Exadel, Inc. CA$12.9M · 0.04%
Neuralink Corp. CA$12.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471335192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.