Plan Ledger DOL Form 5500 · updated monthly

Rider Levett Bucknall LTD401(k)

RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rider Levett Bucknall LTD reported $1,125 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,129 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 0.005%. 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 332nd-largest of 1,285 plans among Arizona employers on file, and the 4,979th of 11,654 in professional & technical services. In 2024, employees put in $7.75 for every $1.00 the employer contributed; active participation has grown from 147 to 213 since 2022.

Plan summary
Net assets, end of year$23,498,366
Participants with balances187
Active participants213
Employer contributions$240,379
Employee contributions$1,863,831
Employer contribution per active participant$1,129
Average account balance$125,660
Benefits paid to participants$767,013
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 187 accts · $240K emplr
2023$19.2M · 174 accts · $266K emplr
2022$14.8M · 157 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,125
Total administrative$1,125
The Rider Levett Bucknall LTD 401(k) match · 2024
Employer contribution per active participant$1,129
Median for plans this size$2,416
2024$1,129 per active participant
2023$1,776 per active participant
2022$1,330 per active participant

Rider Levett Bucknall LTD's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,125

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$1,125 · 0.01%
2023$1,000 · 0.01%
2022$800 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Arizona
Critical Path Institute AZ$26.1M · 0.01%
Unicon, Inc. AZ$25.9M · 0.24%
Cps, Inc. AZ$23.7M · 0.63%
Simpleview AZ$22.5M · 0.31%
State Bar of Arizona AZ$22.5M · 0.08%
Avast Software, Inc. AZ$21.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990292243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.