Plan Ledger DOL Form 5500 · updated monthly

Rodey Dickason Sloan Akin & Robb PA401(k)

RODEY DICKASON SLOAN AKIN & ROBB PA EMPLOYEES' TAX-DEFERRED RETIREMENT PLAN AND TRUST · ALBUQUERQUE, NM · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Rodey Dickason Sloan Akin & Robb PA reported $285,774 in plan administrative expenses for 2025: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $10,026 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 4 years on file its reported administrative ratio has held roughly steady near 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 17th-largest of 290 plans among New Mexico employers on file, and the 1,310th of 11,654 in professional & technical services. In 2025, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$116,393,521
Participants with balances209
Active participants120
Employer contributions$1,203,147
Employee contributions$1,310,243
Employer contribution per active participant$10,026
Average account balance$556,907
Benefits paid to participants$8,750,159
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$116.4M · 209 accts · $1.2M emplr
2024$103.6M · 200 accts · $1.2M emplr
2023$107.3M · 210 accts · $1.4M emplr
2022$107.5M · 202 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,365
Investment management$116,367
Audit (IQPA)$56,708
Trustee / custodial$60,877
Total administrative$285,774
The Rodey Dickason Sloan Akin & Robb PA 401(k) match · 2025
Employer contribution per active participant$10,026
Median for plans this size$4,093
2025$10,026 per active participant
2024$10,526 per active participant
2023$11,966 per active participant
2022$12,489 per active participant

Rodey Dickason Sloan Akin & Robb PA's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
MEKETA INVESTMENT GROUP, INC. · Investment management$116,367
MIDWEST INSTITUTIONAL TRUST SERVICE · Trustee$58,983
PATTISON PENSION SPECIALISTS · Actuarial · Valuation$47,365
MOSS ADAMS LLP · Accounting / audit$42,910
BAKER TILLY ADVISORY GROUP , LP · Accounting / audit$13,798

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$285,774 · 0.26%
2024$267,010 · 0.25%
2023$259,299 · 0.24%
2022$305,351 · 0.25%
Same employer
Similar plansProfessional & Technical Services · New Mexico
Bohannan-Huston, Inc. NM$56.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850216511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.