# Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/atkinson-andelson-loya-ruud-romo-a-professional-corporation-401k-plan

> Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation's 401(k) plan: 389 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation

- **Sponsor EIN:** 953378600

- **Sponsor Address:** 12800 CENTER COURT DR., CERRITOS, CA, 90703

- **Plan Type:** 401(k)

- **Total Participants:** 389

- **Total Assets:** $260.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|389|$260.4M|$7.8M|$5.2M|

| 2023|362|$226.6M|$7.4M|$4.8M|

| 2022|356|$187.5M|$6.7M|$4.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$30,820|—|$30,820|

| ALPHAPOINT, INC.|NONE|$15,000|—|$15,000|

| WINDES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WINDES](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,820

- **Estimated Expense Ratio:** 0.018% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$45,820|$30,350|—|—|—|

| 2023|$27,628|$24,778|—|—|—|

| 2022|$24,497|$15,000|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/atkinson-andelson-loya-ruud-romo-a-professional-corporation-401k-plan)

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