Plan Ledger DOL Form 5500 · updated monthly

Rubicon Programs, Inc.403(b)

RUBICON PROGRAMS 403(B) PLAN · RICHMOND, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Rubicon Programs, Inc. reported $28,120 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $604 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 3 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,842nd of 9,483), and 6,193rd of 11,911 in health care & social assistance. In 2024, employees put in $7.66 for every $1.00 the employer contributed; active participation has shrunk from 193 to 113 since 2022.

Plan summary
Net assets, end of year$8,643,021
Participants with balances139
Active participants113
Employer contributions$68,241
Employee contributions$523,040
Employer contribution per active participant$604
Average account balance$62,180
Benefits paid to participants$1,224,059
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 139 accts · $68K emplr
2023$7.8M · 139 accts · $73K emplr
2022$6.0M · 138 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,720
Total administrative$28,120
Employer contributions to the Rubicon Programs, Inc. plan · 2024
Employer contribution per active participant$604
Median for plans this size$1,313
2024$604 per active participant
2023$470 per active participant
2022$382 per active participant

Rubicon Programs, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
CETERA INVESTMENT ADVISERS LLCindirect 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$28,120 · 0.34%
2023$23,431 · 0.34%
2022$23,284 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · California
The Super Dentists, Inc. CA$8.7M · 0.37%
Jane Technologies Inc. CA$8.7M · 0.05%
Vida Health Inc CA$8.6M · 0.06%
Team Rubicon CA$8.5M · 0.04%
Carmel Valley Manor CA$8.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942301550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.