Plan Ledger DOL Form 5500 · updated monthly

Team Rubicon401(k)

KICK ASS RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Team Rubicon reported $3,232 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,513 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 0.07% to 0.04%. 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 (5,895th of 9,483), and 6,258th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has shrunk from 186 to 131 since 2022.

Plan summary
Net assets, end of year$8,457,811
Participants with balances178
Active participants131
Employer contributions$460,232
Employee contributions$927,092
Employer contribution per active participant$3,513
Average account balance$47,516
Benefits paid to participants$1,989,157
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON AND JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 178 accts · $460K emplr
2023$7.9M · 246 accts · $629K emplr
2022$6.1M · 242 accts · $541K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,232
Total administrative$3,232
The Team Rubicon 401(k) match · 2024
Employer contribution per active participant$3,513
Median for plans this size$1,313
2024$3,513 per active participant
2023$3,261 per active participant
2022$2,906 per active participant

Team Rubicon's 2024 employer contribution ran above the $1,313 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
AMERITAS LIFE INSURANCE CORPORATION · Recordkeeping · Loan processing$3,232

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,232 · 0.04%
2023$1,998 · 0.03%
2022$4,058 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · California
Rubicon Programs, Inc. CA$8.6M · 0.34%
Vida Health Inc CA$8.6M · 0.06%
Carmel Valley Manor CA$8.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271720480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.