# Rescue Agency Public Benefit, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rescue-agency-public-benefit-llc-401k-plan

> Rescue Agency Public Benefit, LLC's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rescue Agency Public Benefit, LLC

- **Sponsor EIN:** 471335192

- **Sponsor Address:** 2437 MORENA BLVD., SAN DIEGO, CA, 92110

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

- **Total Participants:** 215

- **Total Assets:** $13.1M

## 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:** Yes

## Plan Financials by Year

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

| 2024|215|$13.1M|$507,171|$1.5M|

| 2023|266|$10.3M|$514,216|$1.4M|

| 2022|228|$7.1M|$394,437|$1.1M|

## 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|

| CBIZ INVESTMENT ADVISORY SERVICES L|INVESTMENT ADVISORY|—|$32,976|$32,976|

| LAVINE, LOFGREN, MORRIS & ENGELBERG|AUDITOR|$16,175|—|$16,175|

| LAVINE LOFGREN MORRIS ENGELBERG LLP|Auditor|$16,175|—|$16,175|

| VOYA RETIREMENT INS AND ANNUITY CO|SERVICE PROVIDER|$8,640|—|$8,640|

| CBIZ BENEFITS AND INSURANCE SERVICE|THIRD PARTY ADMIN|—|$5,576|$5,576|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,542

- **Estimated Expense Ratio:** 0.608% 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|$29,069|$11,069|$1,675|$16,175|—|

| 2023|$17,703|—|$8,703|$9,000|—|

| 2022|$20,952|—|—|—|$20,952|

## Similar Plans

- [Flrish, INC.](https://planprovider.pro/companies/flrish-inc-401k-plan) — 220 participants

- [Vistage Worldwide, INC.](https://planprovider.pro/companies/vistage-worldwide-inc-401k-plan) — 221 participants

- [Callan LLC](https://planprovider.pro/companies/callan-llc-401k-plan) — 205 participants

- [Sequoia Consulting Group](https://planprovider.pro/companies/sequoia-consulting-group-plan) — 204 participants

- [Zeco Systems, INC.](https://planprovider.pro/companies/zeco-systems-inc-401k-plan) — 201 participants

- [Tredence](https://planprovider.pro/companies/tredence-401k-plan) — 229 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rescue-agency-public-benefit-llc-401k-plan)

© 2026 PlanProvider.Pro