Robbins Geller Rudman & Dowd 401(k) match, vesting and fees
What Robbins Geller Rudman & Dowd'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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Weaver and Tidwell, L.L.P. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Robbins Geller Rudman & Dowd: employer contribution per participant | $5,682 | |
| Peer median | $2,600 |
| Robbins Geller Rudman & Dowd: average balance | $449,760 | |
| Peer median | $84,124 |
| Robbins Geller Rudman & Dowd: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.17% |
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 $208M at the end of plan year 2021 to $232M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 581 | $232M | $2.9M | $5,682 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 550 | $204M | $2.8M | $5,387 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 573 | $173M | $2.7M | $5,189 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 573 | $208M | $2.6M | $5,070 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Robbins Geller Rudman & Dowd match 401(k) contributions?
The match terms for the Robbins Geller Rudman & Dowd LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $5,682 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robbins Geller Rudman & Dowd 401(k) match vested?
The vesting schedule for the Robbins Geller Rudman & Dowd LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robbins Geller Rudman & Dowd 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Robbins Geller Rudman & Dowd LLP.
I left Robbins Geller Rudman & Dowd. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robbins Geller Rudman & Dowd LLP, (619) 231-1058) or the recordkeeper, Epic Retirement Plan Services. The Robbins Geller Rudman & Dowd old 401(k) page lists the contacts from every plan filing. Find an old Robbins Geller Rudman & Dowd 401(k)
Data from the public Form 5500 annual reports Robbins Geller Rudman & Dowd 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 Robbins Geller Rudman & Dowd. Not financial advice. Report a correction · Methodology