Plan Ledger DOL Form 5500 · updated monthly

Rrm Design Group401(k)

RRM DESIGN GROUP RETIREMENT PLAN · SAN LUIS OBISPO, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Rrm Design Group reported $94,221 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,240 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 0.36% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,902nd-largest of 9,483 plans among California employers on file, and the 4,496th of 11,654 in professional & technical services. In 2024, employees put in $4.54 for every $1.00 the employer contributed; active participation has grown from 162 to 181 since 2022.

Plan summary
Net assets, end of year$27,008,531
Participants with balances266
Active participants181
Employer contributions$405,401
Employee contributions$1,841,506
Employer contribution per active participant$2,240
Average account balance$101,536
Benefits paid to participants$619,218
Plan auditUnmodified (clean) audit opinion
AuditorROORDA, PIQUET & BESSE, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 266 accts · $405K emplr
2023$22.3M · 257 accts · $387K emplr
2022$17.9M · 238 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,450
Investment management$89,671
Total administrative$94,221
The Rrm Design Group 401(k) match · 2024
Employer contribution per active participant$2,240
Median for plans this size$2,416
2024$2,240 per active participant
2023$2,125 per active participant
2022$1,983 per active participant

Rrm Design Group's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NIELSEN BENEFITS & RETIREMENT$62,535
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$12,498
ROORDA, PIQUET AND BESSE, INC$12,000
THE RYDING COMPANY · Other servicesindirect 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$94,221 · 0.38%
2023$86,210 · 0.43%
2022$68,675 · 0.36%
All plans at this employer2
RRM DESIGN GROUP RETIREMENT PLAN401(k)
RRM DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · California
Stem, Inc. CA$27.2M · 0.24%
Xoriant Corporation CA$27.1M · 0.04%
NEO4J, Inc. CA$27.1M · 0.00%
Rios, Inc. CA$26.9M · 0.41%
Retool, Inc. CA$26.9M · 0.27%
Macro-Pro, Inc. CA$26.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952923783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.