Plan Ledger DOL Form 5500 · updated monthly

Rubicon Global Holdings, LLC401(k)

RUBICON GLOBAL HOLDINGS, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Rubicon Global Holdings, LLC reported $82,484 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,681 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 6 years on file its reported administrative ratio fell from 0.66% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,044th-largest of 2,160 plans among Georgia employers on file, and the 800th of 2,534 in administrative & support services. In 2024, employees put in $3.88 for every $1.00 the employer contributed; active participation has shrunk from 290 to 248 since 2018.

Plan summary
Net assets, end of year$14,214,702
Participants with balances403
Active participants248
Employer contributions$416,931
Employee contributions$1,617,476
Employer contribution per active participant$1,681
Average account balance$35,272
Benefits paid to participants$4,130,140
Plan auditUnmodified (clean) audit opinion
Plan history7
Yearassets · accounts · employer contribution
2024$14.2M · 403 accts · $417K emplr
2023$13.9M · 452 accts · $505K emplr
2022$11.4M · 413 accts · $328K emplr
2021$12.5M · 413 accts · $454K emplr
2020$9.6M · 353 accts · $369K emplr
2019$6.5M · 279 accts · $331K emplr
2018$4.4M · $443K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,484
Total administrative$82,484
The Rubicon Global Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,681
Median for plans this size$2,416
2024$1,681 per active participant
2023$1,614 per active participant
2022$799 per active participant
2021$1,104 per active participant
2020$1,012 per active participant

Rubicon Global Holdings, LLC'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
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$30,418
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$7,550
MORGAN STANLEY · Investment advisory (plan)$40,572

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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

Administrative cost history7
2024$82,484 · 0.59%
2023$75,618 · 0.60%
2022$67,660 · 0.57%
2021$64,166 · 0.58%
2020$42,289 · 0.52%
2019$33,841 · 0.62%
2018$24,379 · 0.66%
Similar plansAdministrative & Support Services · Georgia
Mau Inc. GA$15.1M · 0.40%
Spear Group, LLC GA$14.7M · 0.11%
Momentum Resources, Inc. GA$12.5M · 0.57%
Pbd, Inc. GA$12.4M · 0.10%
The Intersect Group, LLC GA$12.2M · 0.64%
Informdata LLC GA$11.3M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452257211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.