Plan Ledger DOL Form 5500 · updated monthly

Robbins Geller Rudman & Dowd LLP401(k)

ROBBINS GELLER RUDMAN & DOWD LLP 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Robbins Geller Rudman & Dowd LLP reported $186,080 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $6,806 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 0.15% to 0.09%. 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 506th-largest of 9,483 plans among California employers on file, and the 700th of 11,654 in professional & technical services. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$231,626,201
Participants with balances515
Active participants430
Employer contributions$2,926,419
Employee contributions$5,657,663
Employer contribution per active participant$6,806
Average account balance$449,760
Benefits paid to participants$13,419,166
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$231.6M · 515 accts · $2.9M emplr
2023$204.0M · 517 accts · $2.8M emplr
2022$173.4M · 528 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,925
Investment management$161,558
Audit (IQPA)$11,450
Total administrative$186,080
The Robbins Geller Rudman & Dowd LLP 401(k) match · 2024
Employer contribution per active participant$6,806
Median for plans this size$3,635
2024$6,806 per active participant
2023$6,553 per active participant
2022$6,255 per active participant

Robbins Geller Rudman & Dowd LLP'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 · 20246
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$3,925
PENSION PARTNERS, LLC · Investment advisory (plan)$132,936
MERRILL LYNCH · Securities brokerage$18,778
WEAVER AND TIDWELL, L.L.P. · Accounting / audit$11,450
MORGAN STANLEY · Securities brokerage$9,744
FAEGRE DRINKER BIDDLE & REATH LLP · Legal$9,147

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$186,080 · 0.09%
2023$144,072 · 0.08%
2022$292,381 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Samsara Inc. CA$240.1M · 0.04%
Farella Braun and Martel LLP CA$237.3M · 0.04%
Cloudera, Inc. CA$235.1M · 0.03%
Confluent, Inc CA$233.5M · 0.03%
Moffatt & Nichol CA$230.4M · 0.05%
Tanium Inc. CA$229.1M · 0.03%
Futurewei Technologies, Inc. CA$227.5M · 0.06%
Toyon Research Corporation CA$225.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200859125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.