Plan Ledger DOL Form 5500 · updated monthly

Rodan & Fields Beauty, LLC401(k)

RODAN & FIELDS, LLC 401(K) PLAN · SAN RAMON, CA · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

Rodan & Fields Beauty, LLC reported $147,683 in plan administrative expenses for 2023: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,226 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 has held roughly steady near 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,642nd-largest of 9,483 plans among California employers on file, and the 733rd of 4,246 in wholesale trade. In 2023, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,130,033
Participants with balances660
Active participants270
Employer contributions$1,410,964
Employee contributions$4,249,413
Employer contribution per active participant$5,226
Average account balance$83,530
Benefits paid to participants$6,942,168
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$52.5M · 570 accts · $868K emplr
2023$55.1M · 660 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$67,954
Investment management$79,729
Total administrative$147,683
The Rodan & Fields Beauty, LLC 401(k) match · 2023
Employer contribution per active participant$5,226
Median for plans this size$3,659
2024$5,565 per active participant
2023$5,226 per active participant

Rodan & Fields Beauty, LLC's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ADVISORY GROUP, LLC · Investment management$55,264
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$24,465

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

Administrative cost history2
2024$155,661 · 0.29%
2023$147,683 · 0.28%
Same employer
Similar plansWholesale Trade · California
Fuerst Group, Inc. CA$63.4M · 0.41%
Xp Power LLC CA$58.1M · 0.22%
Metagenics LLC CA$55.1M · 0.21%
Sunrider International CA$54.7M · 0.01%
Emser Tile, LLC CA$54.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 994523319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.