Plan Ledger DOL Form 5500 · updated monthly

Rutan & Tucker, LLP401(k)

RUTAN & TUCKER, LLP PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Rutan & Tucker, LLP reported $15,310 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,123 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 2 years on file its reported administrative ratio fell from 0.013% to 0.009%. 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 636th-largest of 9,483 plans among California employers on file, and the 933rd of 11,654 in professional & technical services. In 2024, the employer put in $1.66 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$170,571,898
Participants with balances223
Active participants173
Employer contributions$4,000,208
Employee contributions$2,403,783
Employer contribution per active participant$23,123
Average account balance$764,896
Benefits paid to participants$20,469,524
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$170.6M · 223 accts · $4.0M emplr
2023$162.9M · 224 accts · $3.6M emplr
2022$148.7M · 223 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,310
Total administrative$15,310
The Rutan & Tucker, LLP 401(k) match · 2024
Employer contribution per active participant$23,123
Median for plans this size$3,635
2024$23,123 per active participant
2023$21,109 per active participant
2022$20,749 per active participant

Rutan & Tucker, LLP's 2024 employer contribution ran above the $3,635 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.

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 · 20241

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$15,310 · 0.01%
2023$17,223 · 0.01%
2022$21,674 · 0.01%
All plans at this employer2
RUTAN & TUCKER, LLP PROFIT SHARING PLAN401(k)
RUTAN & TUCKER, LLP 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 953519027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.