Rumberger, Kirk & Caldwell, Professional Association401(k)
RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN · ORLANDO, FL · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Rumberger, Kirk & Caldwell, Professional Association reported $120,853 in plan administrative expenses for 2025: 0.12% of average plan assets, above the peer median. Employer contributions averaged $9,437 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 fell from 0.16% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 311th-largest of 3,644 plans among Florida employers on file, and the 1,470th of 11,654 in professional & technical services. In 2025, employees put in $1.38 for every $1.00 the employer contributed.
Rumberger, Kirk & Caldwell, Professional Association's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 592089901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.