Atkinson, Andelson, Loya, Ruud & Romo, a Professional 401(k) match, vesting and fees
What Atkinson, Andelson, Loya, Ruud & Romo, a Professional's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Windes (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Atkinson, Andelson, Loya, Ruud & Romo, a Professional: employer contribution per participant | $17,798 | |
| Peer median | $2,719 |
| Atkinson, Andelson, Loya, Ruud & Romo, a Professional: average balance | $625,302 | |
| Peer median | $85,424 |
| Atkinson, Andelson, Loya, Ruud & Romo, a Professional: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $220M at the end of plan year 2021 to $301M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 547 | $301M | $8.6M | $17,798 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 509 | $260M | $7.8M | $17,191 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 473 | $227M | $7.4M | $16,896 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 450 | $187M | $6.7M | $16,103 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 422 | $220M | $6.1M | $15,484 | <0.01% | Not published | Form 5500 ↗ |
Other Atkinson, Andelson, Loya, Ruud & Romo, a Professional plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Atkinson, Andelson, Loya, Ruud & Romo Cash Balance Pension Plan II
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Atkinson, Andelson, Loya, Ruud & Romo, a Professional match 401(k) contributions?
The match terms for the Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans have not been published from its filing yet. The plan year 2025 filing reports $8.6M in employer contributions, about $17,798 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atkinson, Andelson, Loya, Ruud & Romo, a Professional 401(k) match vested?
The vesting schedule for the Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atkinson, Andelson, Loya, Ruud & Romo, a Professional 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation.
I left Atkinson, Andelson, Loya, Ruud & Romo, a Professional. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation, (562) 653-3200) or the recordkeeper, Schwab Retirement Plan Services,inc. The Atkinson, Andelson, Loya, Ruud & Romo, a Professional old 401(k) page lists the contacts from every plan filing. Find an old Atkinson, Andelson, Loya, Ruud & Romo, a Professional 401(k)
Data from the public Form 5500 annual reports Atkinson, Andelson, Loya, Ruud & Romo, a Professional filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Atkinson, Andelson, Loya, Ruud & Romo, a Professional. Not financial advice. Report a correction · Methodology