Plan Ledger DOL Form 5500 · updated monthly

Rubin Postaer and Associates401(k)

RPA RETIREMENT PLAN · SANTA MONICA, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

Rubin Postaer and Associates reported $189,701 in plan administrative expenses for 2024: 0.17% 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 0.05% to 0.17%. 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 877th-largest of 9,483 plans among California employers on file, and the 1,294th of 11,654 in professional & technical services. active participation has shrunk from 712 to 564 since 2022.

Plan summary
Net assets, end of year$118,011,646
Participants with balances692
Active participants564
Employer contributions—
Employee contributions$4,996,801
Employer contribution per active participant—
Average account balance$170,537
Benefits paid to participants$13,663,611
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$118.0M · 692 accts
2023$111.6M · 804 accts · $407K emplr
2022$98.8M · 856 accts · $752K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,021
Investment management$117,418
Total administrative$189,701
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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$72,021
SAGEVIEW ADVISORY GROUP, LLC$85,273
COHNREZNICK · Accounting / audit$20,895
KRAVITZ$11,250

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$189,701 · 0.17%
2023$106,745 · 0.10%
2022$57,375 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Mindbody, Inc. CA$122.8M · 0.21%
Nossaman LLP CA$120.0M · 0.09%
Keker, van Nest & Peters LLP CA$118.5M · 0.24%
Nerdwallet, Inc. CA$115.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954062405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.