Plan Ledger DOL Form 5500 · updated monthly

Ropers, Majeski, Kohn & Bentley401(k)

ROPERS MAJESKI 401(K) PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Ropers, Majeski, Kohn & Bentley reported $111,234 in plan administrative expenses for 2024: 0.20% 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 2 years on file its reported administrative ratio rose from 0.17% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,566th-largest of 9,483 plans among California employers on file, and the 2,435th of 11,654 in professional & technical services. active participation has grown from 145 to 173 since 2022.

Plan summary
Net assets, end of year$58,305,667
Participants with balances240
Active participants173
Employer contributions—
Employee contributions$2,301,700
Employer contribution per active participant—
Average account balance$242,940
Benefits paid to participants$6,905,941
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 240 accts
2023$55.0M · 242 accts
2022$50.0M · 199 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,047
Investment management$66,187
Total administrative$111,234
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
JOHN HANCOCK · Recordkeeping · Loan processing$46,911
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$64,323

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$111,234 · 0.20%
2023$95,166 · 0.18%
2022$99,257 · 0.17%
Same employer
Similar plansProfessional & Technical Services · California
Rincon Consultants, Inc. CA$58.7M · 0.07%
Telestream, LLC CA$58.7M · 0.05%
Silk Road Medical, Inc. CA$58.7M · 0.12%
Jams, Inc. CA$58.3M · 0.08%
Mirati Therapeutics, Inc. CA$58.1M · 0.17%
Altos Labs, Inc. CA$57.2M · 0.10%
Macias Gini & O'Connell LLP CA$57.1M · 0.18%
Adenza, Inc. CA$56.9M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942203664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.