# Robbins Geller Rudman & Dowd LLP 401(k) Plan
Source: https://planprovider.pro/companies/robbins-geller-rudman-dowd-llp-401k-plan

> Robbins Geller Rudman & Dowd LLP's 401(k) plan: 430 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/merrill-lynch) — NONE

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [FAEGRE DRINKER BIDDLE & REATH LLP](https://planprovider.pro/provider/faegre-drinker-biddle-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/robbins-geller-rudman-dowd-llp-401k-plan)

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