Plan Ledger DOL Form 5500 · updated monthly

Rincon Consultants, Inc.401(k)

RINCON CONSULTANTS, INC. 401(K) AND PROFIT SHARING PLAN · VENTURA, CA · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Rincon Consultants, Inc. reported $37,090 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $5,052 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 rose from 0.05% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,555th-largest of 9,483 plans among California employers on file, and the 2,418th of 11,654 in professional & technical services. In 2025, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 366 to 445 since 2022.

Plan summary
Net assets, end of year$58,690,325
Participants with balances556
Active participants445
Employer contributions$2,247,922
Employee contributions$5,053,691
Employer contribution per active participant$5,052
Average account balance$105,558
Benefits paid to participants$2,702,577
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$58.7M · 556 accts · $2.2M emplr
2024$43.9M · 527 accts · $1.5M emplr
2023$32.4M · 474 accts · $1.3M emplr
2022$23.6M · 436 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,813
Investment management$17,277
Total administrative$37,090
The Rincon Consultants, Inc. 401(k) match · 2025
Employer contribution per active participant$5,052
Median for plans this size$4,093
2025$5,052 per active participant
2024$3,537 per active participant
2023$3,318 per active participant
2022$3,001 per active participant

Rincon Consultants, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,813
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,277

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

Administrative cost history4
2025$37,090 · 0.07%
2024$8,655 · 0.02%
2023$14,865 · 0.05%
2022$11,250 · 0.05%
Same employer
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Jams, Inc. CA$58.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770390093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.