Back to filter
Original filing (PDF)20251015161806NAL0002739091001
ROBBINS GELLER RUDMAN & DOWD LLP
Form 5500
FILING_RECEIVED
ROBBINS GELLER RUDMAN & DOWD LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
26% in single holdingNo recordkeeper disclosed6 service providers
Active participants
430
Accounts w/ balance
515
Plan assets (EOY)
$231.6M
Net assets (EOY)
$231.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Fidelity 500 Index Fd Ins Class" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBBINS GELLER RUDMAN & DOWD LLP.
Plan sponsor
Name
ROBBINS GELLER RUDMAN & DOWD LLP
EIN
20-0859125
Address
655 WEST BROADWAY · STE 1900 · SAN DIEGO, CA · 92101
Phone
(619) 231-1058
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PARTNERS, LLC | 22-3728883 | — | NONE | $133K | — |
| MERRILL LYNCH | — | NEW YORK, NY | NONE | $19K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $11K | — |
| MORGAN STANLEY | — | STATELINE, NV | NONE | $10K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | — | SAN FRANCISCO, CA | NONE | $9K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $4K | — |
Investments
22 direct securities · 1 pooled fund· $228.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$225.1M
22 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fd Ins Class | — | — | — | $59.3M | 25.6% | |
| Various Self-directed brokerage accounts | — | — | — | $41.8M | 18.0% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $23.2M | 10.0% | |
| BNY Mellon BNY Mellon Midcap Index Investor | — | — | — | $14.8M | 6.4% | |
| Ivy Funds Macquarie Science & Technology Fund | — | — | — | $13.9M | 6.0% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $9.9M | 4.3% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $7.7M | 3.3% | |
| Fidelity Investments Fidelity International Index Ins Class Fund | — | — | — | $7.7M | 3.3% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $6.9M | 3.0% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $6.6M | 2.8% | |
| Brown Capital Management Brown Capital Mgt Small Company | — | — | — | $6.4M | 2.8% | |
| Fidelity Investments Fimm Government Portfolio: Class I Fund | — | — | — | $5.7M | 2.5% | |
| Fidelity Investments Fidelity Low Priced Stock Fund | — | — | — | $5.5M | 2.4% | |
| American Century Funds American Century Inflation Adjusted Bond Fund | — | — | — | $5.0M | 2.2% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $4.5M | 1.9% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| BNY Mellon BNY Mellon SmallCap Stock Index | — | — | — | $2.7M | 1.2% | |
| American Beacon Funds American Beacon Sm Cap Val Fund | — | — | — | $1.0M | 0.4% | |
| maturities in varying amounts until 07/28/2036 | — | — | — | $899K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $747K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | — | — | — | $573K | 0.2% | |
| Fidelity Investments Fidelity Cash Reserves Fund | — | — | — | $157K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $4K | <0.1% |