Retirement plan

ROUDA, FEDER, TIETJEN & MCGUINN 401(K) PROFIT SHARING PLAN

Name: ROUDA, FEDER,TIETJEN & MCGUINN APC - ROUDA, FEDER, TIETJEN & MCGUINN 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ROUDA, FEDER,TIETJEN & MCGUINN APC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROUDA, FEDER, TIETJEN & MCGUINN 401(K) PROFIT SHARING PLAN, ROUDA, FEDER,TIETJEN & MCGUINN APC

ROUDA, FEDER,TIETJEN & MCGUINN APCEIN 94-2854660Plan #002PY 2025

44 MONTGOMERY STREET, SUITE 1900 - SAN FRANCISCO, CA 94104415-398-5398LinkedIn11-50 employeeslegal services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.9M

+4.5% from 2024

Total participants

+41.7% from 2024

Average account balance

$595,088

-16.4% from 2024

Annual return

11.85%

+0.96 pp from 2024

Benchmarks

See 67,538 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort67,538 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.93M

Not enough data

1 years with asset history on file

Average account balance

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

$595K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63623

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$954K

$73411 / participant

Other / not subdivided$954K100.0%

% of EOY assets

10.691%

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

$595,088

$162,136+267.0%

$152,301+290.7%

$154,746+284.6%

Participation rate

84.6%

84.1%+0.5pp

82.4%+2.2pp

80.7%+3.9pp

Annual return

11.85%

91.02%-79.2pp

80.50%-68.7pp

172.34%-160.5pp

Employer contribution / active EE

$5,120

$4,890+4.7%

$4,624+10.7%

$4,379+16.9%

Participant deferral / active EE

$15,255

$8,341+82.9%

$8,004+90.6%

$6,730+126.7%

Admin fee / account holder

$63,623

$15,759+303.7%

$14,398+341.9%

$14,365+342.9%

ROUDA, FEDER, TIETJEN & MCGUINN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROUDA, FEDER, TIETJEN & MCGUINN 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