Plan Ledger DOL Form 5500 · updated monthly

Rodan & Fields, LLC401(k)

RODAN & FIELDS, LLC 401(K) PLAN · SAN RAMON, CA · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Rodan & Fields, LLC reported $124,651 in plan administrative expenses for 2022: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,750 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,807th-largest of 9,483 plans among California employers on file, and the 848th of 4,246 in wholesale trade. In 2022, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,593,967
Participants with balances711
Active participants364
Employer contributions$1,729,002
Employee contributions$4,459,465
Employer contribution per active participant$4,750
Average account balance$68,346
Benefits paid to participants$6,663,347
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$67,593
Investment management$57,058
Total administrative$124,651
The Rodan & Fields, LLC 401(k) match · 2022
Employer contribution per active participant$4,750
Median for plans this size$3,449

Rodan & Fields, LLC's 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$124,651 · 0.23%
Same employer
Similar plansWholesale Trade · California
Momentum Textiles, LLC CA$49.9M · 0.30%
R.F. Macdonald Company CA$49.2M · 0.15%
Jc Foodservice, Inc. CA$49.0M · 0.05%
5.11, Inc. CA$48.5M · 0.34%
Vifor Pharma, Inc. CA$48.3M · 0.11%
Asus Computer International CA$45.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943369260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.