Plan Ledger DOL Form 5500 · updated monthly

Abbott, Stringham & Lynch Accountancy Corporation401(k)

ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN · CAMPBELL, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Abbott, Stringham & Lynch Accountancy Corporation reported $53,332 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $11,182 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,565th-largest of 9,483 plans among California employers on file, and the 3,987th of 11,654 in professional & technical services. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,729,645
Participants with balances137
Active participants104
Employer contributions$1,162,940
Employee contributions$1,649,024
Employer contribution per active participant$11,182
Average account balance$231,603
Benefits paid to participants$6,105,049
Plan auditUnmodified (clean) audit opinion
AuditorHOLBROOK & MANTER
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,332
Total administrative$53,332
The Abbott, Stringham & Lynch Accountancy Corporation 401(k) match · 2024
Employer contribution per active participant$11,182
Median for plans this size$2,416

Abbott, Stringham & Lynch Accountancy Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$38,221
CAPITAL GROUP RETIREMENT PLAN SERVI$10,134
NEXUS ADMINISTRATORS, INC. · Contract administrator$8,152

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$53,332 · 0.17%
Same employer
Similar plansProfessional & Technical Services · California
Kenshoo, Inc. CA$31.9M · 0.24%
Sma, Inc. CA$31.9M · 0.37%
Intercom, Inc. CA$31.8M · 0.02%
Dyn 365, Inc. CA$31.8M · 0.27%
Roebbelen Management, Inc. CA$31.6M · 0.31%
Cribl Inc CA$31.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770051130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.