Plan Ledger DOL Form 5500 · updated monthly

Rubio's Restaurant Group, LLC401(k)

RUBIO'S RESTAURANT GROUP, LLC 401 (K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Rubio's Restaurant Group, LLC reported $17,634 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $142 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (5,354th of 9,483), and the 542nd of 2,240 in accommodation & food services. In 2024, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,351,907
Participants with balances314
Active participants1,442
Employer contributions$204,602
Employee contributions$811,720
Employer contribution per active participant$142
Average account balance$32,968
Benefits paid to participants$2,602,840
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,364
Investment management$11,670
Total administrative$17,634
The Rubio's Restaurant Group, LLC 401(k) match · 2024
Employer contribution per active participant$142
Median for plans this size$1,313

Rubio's Restaurant Group, LLC'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 · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,792
MERCER INVESTMENTS LLC$2,726
MORNINGSTAR · Investment advisory (plan)indirect comp
MERCER GLOBAL ADVISORS, INCindirect comp

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

Administrative cost history1
2024$17,634 · 0.18%
Same employer
Similar plansAccommodation & Food Services · California
Classic Vacations, LLC CA$11.2M · 0.62%
Fort Mojave Indian Tribe CA$10.9M · 0.46%
Mpb Hotel, LLC CA$10.8M · 0.04%
Yoshinoya America, Inc. CA$9.7M · 0.29%
Roosevelt Hotel LLC CA$9.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 992131411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.