Plan Ledger DOL Form 5500 · updated monthly

Rincon Research Corporation401(k)

RINCON RESEARCH CORPORATION 401(K) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Rincon Research Corporation reported $90,721 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,448 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 0.09% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 89th-largest of 1,285 plans among Arizona employers on file, and the 974th of 11,654 in professional & technical services. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 359 to 395 since 2022.

Plan summary
Net assets, end of year$161,500,957
Participants with balances462
Active participants395
Employer contributions$4,917,060
Employee contributions$5,148,699
Employer contribution per active participant$12,448
Average account balance$349,569
Benefits paid to participants$11,849,704
Plan auditUnmodified (clean) audit opinion
AuditorBEACH FLEISCHMAN PC
Plan history3
Yearassets · accounts · employer contribution
2024$161.5M · 462 accts · $4.9M emplr
2023$142.2M · 484 accts · $4.0M emplr
2022$116.4M · 447 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,425
Investment management$56,799
Total administrative$90,721
The Rincon Research Corporation 401(k) match · 2024
Employer contribution per active participant$12,448
Median for plans this size$3,635
2024$12,448 per active participant
2023$10,124 per active participant
2022$11,059 per active participant

Rincon Research Corporation's 2024 employer contribution ran above the $3,635 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 · 20243
T ROWE PRICE RPS INC · Recordkeeping · Trustee$33,425
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$56,799
CHARLES SCHWAB & CO., INC. · Securities brokerage$85

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$90,721 · 0.06%
2023$89,294 · 0.07%
2022$116,122 · 0.09%
All plans at this employer3
RINCON RESEARCH CORPORATION 401(K) PLAN401(k)
RINCON RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
RINCON RESEARCH CORPORATION MONEY PURCHASE PENSION PLANESOP
Same employer
Similar plansProfessional & Technical Services · Arizona
Tandem Management, LLC AZ$309.9M · 0.42%
Lifestance Health, Inc. AZ$295.4M · 0.06%
Fennemore Craig P.C. AZ$265.8M · 0.10%
Russell Sigler, Inc. AZ$120.2M · 0.15%
Swca, Incorporated AZ$110.9M · 0.03%
Gallagher & Kennedy, P.A. AZ$89.4M · 0.01%
Cognosante, LLC AZ$89.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860465180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.