Employers › Riverbed Technology
Recordkeeping fees per participant · Riverbed Technology LLC 401(k) Plan · plan year 2024
$41.01
Higher than 38% of the 1,697 plans $250M to 1B that report it.
= $51,183 / 1,248
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250918080716NAL0000555955001, received 2025-09-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250918080716NAL0000555955001, received 2025-09-18
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-18.
Administrative expenses excluding investment management, per participant
$48.44
Higher than 30% of the 2,324 plans $250M to 1B that report it.
= $60,448 / 1,248
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250918080716NAL0000555955001, received 2025-09-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250918080716NAL0000555955001, received 2025-09-18
Administrative expenses per participant
$78.46
Higher than 43% of the 2,405 plans $250M to 1B that report it.
= $97,922 / 1,248
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250918080716NAL0000555955001, received 2025-09-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250918080716NAL0000555955001, received 2025-09-18
Administrative expenses as a share of assets
0.036%
Higher than 22% of the 2,407 plans $250M to 1B that report it.
= $97,922 / $270,927,629
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250918080716NAL0000555955001, received 2025-09-18
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250918080716NAL0000555955001, received 2025-09-18
Employer contributions per participant
$1,668
Higher than 19% of the 2,457 plans $250M to 1B that report it.
= $2,082,284 / 1,248
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250918080716NAL0000555955001, received 2025-09-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250918080716NAL0000555955001, received 2025-09-18
Employer share of total contributions
17.4%
Higher than 10% of the 2,459 plans $250M to 1B that report it.
= $2,082,284 / $11,995,762
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250918080716NAL0000555955001, received 2025-09-18
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250918080716NAL0000555955001, received 2025-09-18
Plan terms are described in Riverbed Technology, Inc.'s SEC filings: Form 10-K filed 2015-02-13. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250918080716NAL0000555955001, received 2025-09-18
| Field | Value | Source |
|---|---|---|
| Plan sponsor | RIVERBED TECHNOLOGY LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Plan name | RIVERBED TECHNOLOGY LLC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Sponsor EIN / plan number | 03-0448754 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Sponsor location | REDWOOD CITY, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Industry (business code) | 334200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Filing received | 2025-09-18 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Participants, beginning of year | 1,434 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Active participants | 534 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Participants, end of year | 1,309 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Participants with an account balance | 1,248 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Total assets, beginning of year | $249,288,625 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Total assets, end of year | $270,927,629 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Net assets, end of year | $270,927,629 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Total income | $49,216,477 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Net income | $21,639,004 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Employer contributions | $2,082,284 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Participant contributions | $9,737,984 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Other contributions (incl. rollovers) | $175,494 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Total contributions | $11,995,762 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Benefit payments | $27,473,388 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Total expenses (incl. benefit payments) | $27,577,473 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Total administrative expenses | $97,922 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Contract administrator fees | $3,815 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Recordkeeping fees | $51,183 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| IQPA audit fees | $5,450 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Investment advisory and management fees | $37,474 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Administrative expenses excluding investment management | $60,448 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Held in common/collective trusts | $10,228,542 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Held in mutual funds | $259,855,598 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250918080716NAL0000555955001, received 2025-09-18 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250918080716NAL0000555955001, received 2025-09-18 |
Position = column in the DOL layout for form year 2024. Filing 20250918080716NAL0000555955001, received 2025-09-18.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $76,156 | no |
| USI ADVISORS INC | NONE | 28 Investment management; 50 Direct payment from the plan | $12,500 | no |
| CBIZ INC | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $9,265 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250918080716NAL0000555955001, received 2025-09-18.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $249,288,625 | $270,927,629 | 8.7% |
| Participants with a balance | 1,365 | 1,248 | -8.6% |
| Administrative expenses | $94,140 | $97,922 | 4.0% |
| Recordkeeping fees per participant | $39.02 | $41.01 | 5.1% |
| Employer contributions | $2,514,640 | $2,082,284 | -17.2% |
Prior filing 20241010130600NAL0021013089002, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: RIVERBED TECHNOLOGY LLC; SEC registrant: Riverbed Technology, Inc. (CIK 1357326, matched by EIN).