Plan Ledger DOL Form 5500 · updated monthly

Wood Rodgers, Inc401(k)

WOOD RODGERS 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Wood Rodgers, Inc reported $125,600 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,415 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 0.21% to 0.19%. 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 1,331st-largest of 9,483 plans among California employers on file, and the 2,068th of 11,654 in professional & technical services. In 2024, employees put in $3.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,949,168
Participants with balances369
Active participants331
Employer contributions$1,130,202
Employee contributions$4,034,043
Employer contribution per active participant$3,415
Average account balance$189,564
Benefits paid to participants$4,791,286
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$69.9M · 369 accts · $1.1M emplr
2023$61.0M · 353 accts · $1.1M emplr
2022$49.8M · 359 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,970
Total administrative$125,600
The Wood Rodgers, Inc 401(k) match · 2024
Employer contribution per active participant$3,415
Median for plans this size$3,635
2024$3,415 per active participant
2023$3,544 per active participant
2022$3,319 per active participant

Wood Rodgers, Inc's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$32,970
CAPITAL PLANNING ADVISORS LLC · Consulting$92,778

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$125,600 · 0.19%
2023$120,712 · 0.22%
2022$112,787 · 0.21%
Same employer
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Userzoom Technologies, Inc. CA$71.5M · 0.06%
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Immunitybio, Inc. CA$70.7M · 0.27%
Scopely Inc. CA$69.7M · 0.07%
Cerus Corporation CA$69.1M · 0.00%
Checkr Inc. CA$69.0M · 0.04%
Ziffren Brittenham LLP CA$68.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911762478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.