Retirement plan

RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP 401(K) PROFIT SHARING PLAN

Name: RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP - RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP 401(K) PROFIT SHARING PLAN, RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP

RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLPEIN 94-1681884Plan #001PY 2025

575 E LOCUST SUITE 102 - FRESNO, CA 937202926559-438-8700

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$4.9M

+11.5% from 2024

Total participants

+8.3% from 2024

Average account balance

$494,180

+11.5% from 2024

Annual return

9.15%

-10.93 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.94M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$494K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$67

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2G2R3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$673

$61 / participant

Other / not subdivided$673100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$494,180

$154,228+220.4%

$145,433+239.8%

$137,256+260.0%

Participation rate

72.7%

83.8%-11.1pp

82.1%-9.4pp

80.0%-7.2pp

Annual return

9.15%

74.59%-65.4pp

66.58%-57.4pp

220.34%-211.2pp

Employer contribution / active EE

$2,037

$4,804-57.6%

$4,554-55.3%

$4,156-51.0%

Participant deferral / active EE

$7,298

$8,216-11.2%

$7,897-7.6%

$6,407+13.9%

Admin fee / account holder

$67

$14,344-99.5%

$13,129-99.5%

$12,270-99.5%

RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RYAN, CHRISTIE, QUINN, BAKER & OAKES, LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion