Plan Ledger DOL Form 5500 · updated monthly

Albert a. Webb Associates401(k)

ALBERT A. WEBB ASSOCIATES PROFIT SHARING AND SALARY DEFERRAL PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Albert a. Webb Associates reported $12,616 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,969 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.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,608th-largest of 9,483 plans among California employers on file, and the 2,509th of 11,654 in professional & technical services. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,176,672
Participants with balances237
Active participants182
Employer contributions$1,268,311
Employee contributions$1,981,710
Employer contribution per active participant$6,969
Average account balance$237,032
Benefits paid to participants$5,087,979
Plan auditUnmodified (clean) audit opinion
AuditorCHRISTENSON & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$56.2M · 237 accts · $1.3M emplr
2023$50.3M · 164 accts · $1.2M emplr
2022$42.8M · 166 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$15,146
Total administrative$12,616
The Albert a. Webb Associates 401(k) match · 2024
Employer contribution per active participant$6,969
Median for plans this size$3,635
2024$6,969 per active participant
2023$7,056 per active participant
2022$6,548 per active participant

Albert a. Webb Associates's 2024 employer contribution ran above the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,146
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$12,616 · 0.02%
2023$15,969 · 0.03%
2022$18,971 · 0.04%
Same employer
Similar plansProfessional & Technical Services · California
Lacework, Inc. CA$56.7M · 0.24%
Ncc Group Inc. CA$56.5M · 0.04%
Marketcast LLC CA$56.3M · 0.31%
Hood & Strong LLP CA$56.2M · 0.06%
Codexis, Inc. CA$56.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951723730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.