Plan Ledger DOL Form 5500 · updated monthly

Rothwell, Figg, Ernst & Manbeck, P.C.401(k)

ROTHWELL, FIGG, ERNST & MANBECK 401(K) PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Rothwell, Figg, Ernst & Manbeck, P.C. reported $42,252 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $10,171 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 rose from 0.02% to 0.06%. 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 122nd-largest of 618 plans among District of Columbia employers on file, and the 2,078th of 11,654 in professional & technical services. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,157,898
Participants with balances114
Active participants84
Employer contributions$854,357
Employee contributions$1,414,281
Employer contribution per active participant$10,171
Average account balance$606,648
Benefits paid to participants$6,266,937
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$69.2M · 114 accts · $854K emplr
2023$63.6M · 131 accts · $851K emplr
2022$50.7M · 127 accts · $810K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,020
Investment management$34,277
Total administrative$42,252
The Rothwell, Figg, Ernst & Manbeck, P.C. 401(k) match · 2024
Employer contribution per active participant$10,171
Median for plans this size$3,635
2024$10,171 per active participant
2023$10,010 per active participant
2022$9,756 per active participant

Rothwell, Figg, Ernst & Manbeck, P.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CLIFTONLARSONALLEN LLP$17,115
DEFINITI, LLC$8,420
MORNINGSTAR · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$42,252 · 0.06%
2023$38,656 · 0.07%
2022$8,761 · 0.02%
Similar plansProfessional & Technical Services · District of Columbia
Van Ness Feldman, LLP DC$85.3M · 0.02%
Keller and Heckman LLP DC$84.6M · 0.11%
Hwg LLP DC$72.2M · 0.01%
American Gas Association DC$61.7M · 0.04%
Studios Architecture DC$61.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521101097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.