Plan Snapshot
- Plan Sponsor: Robbins Geller Rudman & Dowd LLP
- Sponsor EIN: 200859125
- Sponsor Address: 655 WEST BROADWAY, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 430
- Total Assets: $231.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 430 | $231.6M | $2.9M | $5.7M |
| 2023 | 425 | $204.0M | $2.8M | $5.4M |
| 2022 | 438 | $173.4M | $2.7M | $5.1M |
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 |
|---|---|---|---|---|
| PENSION PARTNERS, LLC | NONE | $132,936 | — | $132,936 |
| MERRILL LYNCH | NONE | $18,778 | — | $18,778 |
| WEAVER AND TIDWELL, L.L.P. | NONE | $11,450 | — | $11,450 |
| MORGAN STANLEY | NONE | $9,744 | — | $9,744 |
| FAEGRE DRINKER BIDDLE & REATH LLP | NONE | $9,147 | — | $9,147 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — NONE
- WEAVER AND TIDWELL, L.L.P. — NONE
- MORGAN STANLEY — NONE
- FAEGRE DRINKER BIDDLE & REATH LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,055
- Estimated Expense Ratio: 0.079% 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 | $186,080 | $161,558 | — | $11,450 | — |
| 2023 | $144,072 | $124,062 | — | $2,500 | — |
| 2022 | $292,381 | $216,712 | — | — | $23,697 |