Rancho Valencia Resort Partners 401(k) match, vesting and fees
What Rancho Valencia Resort Partners' 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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Meletis & Munsch, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 166 defined-contribution plans in accommodation and food services with 500 to 999 participants.
| Rancho Valencia Resort Partners: employer contribution per participant | $659 | |
| Peer median | $803 |
| Rancho Valencia Resort Partners: average balance | $19,216 | |
| Peer median | $25,426 |
| Rancho Valencia Resort Partners: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.56% |
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 $8.8M at the end of plan year 2021 to $10.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 524 | $10.1M | $345K | $659 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 474 | $8.2M | $302K | $778 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 374 | $7.5M | $243K | $791 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 308 | $8.8M | $161K | $1,237 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Rancho Valencia Resort Partners match 401(k) contributions?
The match terms for the Rancho Valencia Resort & Spa 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $345K in employer contributions, about $659 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rancho Valencia Resort Partners 401(k) match vested?
The vesting schedule for the Rancho Valencia Resort & Spa 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rancho Valencia Resort Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is Rancho Valencia Resort Partners,llc.
I left Rancho Valencia Resort Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rancho Valencia Resort Partners,llc, (858) 759-6232) or the recordkeeper, T. Rowe Price Rps, Inc.. The Rancho Valencia Resort Partners old 401(k) page lists the contacts from every plan filing. Find an old Rancho Valencia Resort Partners 401(k)
Data from the public Form 5500 annual reports Rancho Valencia Resort Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Rancho Valencia Resort Partners. Not financial advice. Report a correction · Methodology