Plan Ledger DOL Form 5500 · updated monthly

Robbins Research International, Inc.401(k)

ROBBINS RESEARCH INTERNATIONAL, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

Robbins Research International, Inc. reported $71,775 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. 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 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 4,102nd-largest of 9,483 plans among California employers on file, and 1,734th of 3,091 in educational services.

Plan summary
Net assets, end of year$16,733,728
Participants with balances493
Active participants312
Employer contributions—
Employee contributions$1,669,059
Employer contribution per active participant—
Average account balance$33,943
Benefits paid to participants$1,453,749
Plan auditUnmodified (clean) audit opinion
AuditorFRITH-SMITH & ARCHIBALD, LLP.
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 493 accts
2023$14.6M · 475 accts
2022$12.3M · 450 accts
Administrative expenses, itemized · 2024
Investment management$50,089
Total administrative$71,775
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 · 20242
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$21,686
CREATIVE PLANNING, INC. · Investment advisory (participants) · Investment advisory (plan)$50,089

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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Administrative cost history3
2024$71,775 · 0.46%
2023$59,650 · 0.44%
2022$61,046 · 0.45%
Same employer
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Childrens Day School CA$17.0M · 0.04%
Carlthorp School CA$17.0M · 0.01%
Dunn School CA$17.0M · 0.02%
Idyllwild Arts Foundation CA$16.9M · 0.04%
Phillips Brooks School CA$16.5M · 0.12%
Moreau Catholic High School CA$16.4M · 0.22%
Santa Fe Christian Schools CA$16.3M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330261517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.