Plan Ledger DOL Form 5500 · updated monthly

Allana Buick & Bers, Inc.401(k)

ALLANA, BUICK & BERS, INC. 401(K) PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Allana Buick & Bers, Inc. reported $48,526 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,362 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 0.72% to 0.27%. 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 3,762nd-largest of 9,483 plans among California employers on file, and the 5,734th of 11,654 in professional & technical services. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 201 to 234 since 2022.

Plan summary
Net assets, end of year$19,030,600
Participants with balances201
Active participants234
Employer contributions$552,611
Employee contributions$1,547,598
Employer contribution per active participant$2,362
Average account balance$94,680
Benefits paid to participants$1,822,019
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 201 accts · $553K emplr
2023$16.7M · 189 accts · $512K emplr
2022$14.8M · 184 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,576
Investment management$22,950
Total administrative$48,526
The Allana Buick & Bers, Inc. 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$2,416
2024$2,362 per active participant
2023$2,537 per active participant
2022$2,458 per active participant

Allana Buick & Bers, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,576
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$15,930
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$7,020

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$48,526 · 0.27%
2023$105,952 · 0.67%
2022$105,581 · 0.72%
Similar plansProfessional & Technical Services · California
Arsenal Biosciences Inc. CA$19.2M · 0.08%
Innoflight, LLC CA$19.2M · 0.09%
McCarthy & Holthus, LLP CA$19.2M · 0.08%
Answerlab, LLC CA$19.2M · 0.33%
Krazan & Associates, Inc. CA$19.0M · 0.45%
Wra, Inc. CA$19.0M · 0.08%
Persona Identities, Inc. CA$18.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770380827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.