Plan Ledger DOL Form 5500 · updated monthly

Robert a. Bothman, Inc.401(k)

ROBERT A. BOTHMAN, INC. 401(K) PLAN · SANTA CLARA, CA · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

Robert a. Bothman, Inc. reported $53,544 in plan administrative expenses for 2025: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,227 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 fell from 0.26% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 3,277th-largest of 9,483 plans among California employers on file, and the 1,827th of 5,337 in construction. In 2025, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,152,666
Participants with balances126
Active participants97
Employer contributions$410,064
Employee contributions$853,044
Employer contribution per active participant$4,227
Average account balance$183,751
Benefits paid to participants$3,413,581
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSTON, GREMAUX & ROSSI, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$23.2M · 126 accts · $410K emplr
2024$21.9M · 125 accts · $412K emplr
2023$19.3M · 106 accts · $375K emplr
2022$15.8M · 124 accts · $331K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,544
Total administrative$53,544
The Robert a. Bothman, Inc. 401(k) match · 2025
Employer contribution per active participant$4,227
Median for plans this size$2,666
2025$4,227 per active participant
2024$4,580 per active participant
2023$5,131 per active participant
2022$3,633 per active participant

Robert a. Bothman, Inc.'s 2025 employer contribution ran above the $2,666 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
EMPOWER ANNUITY INSURANCE COMPANY O · Investment advisory (plan)$44,366
SAGEVIEW ADVISORY GROUP, LLC$19,315

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$53,544 · 0.24%
2024$47,076 · 0.23%
2023$38,261 · 0.22%
2022$45,077 · 0.26%
Same employer
Similar plansConstruction · California
R.J. Noble Company CA$23.9M · 0.57%
Gci, Inc. CA$23.7M · 0.39%
Silverado Contractors, Inc. CA$23.5M · 0.25%
Sobrato Organization CA$23.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942549328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.