Plan Ledger DOL Form 5500 · updated monthly

Allen Matkins Leck Gamble Mallory & Natsis LLP401(k)

ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Allen Matkins Leck Gamble Mallory & Natsis LLP reported $214,910 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $14,696 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 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 406th-largest of 9,483 plans among California employers on file, and the 560th of 11,654 in professional & technical services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 363 to 429 since 2022.

Plan summary
Net assets, end of year$303,169,545
Participants with balances569
Active participants429
Employer contributions$6,304,713
Employee contributions$7,142,764
Employer contribution per active participant$14,696
Average account balance$532,811
Benefits paid to participants$28,975,742
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS HORSFALL MURPHY&PINDROH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$303.2M · 569 accts · $6.3M emplr
2023$279.8M · 525 accts · $5.9M emplr
2022$243.0M · 489 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,407
Investment management$174,503
Total administrative$214,910
The Allen Matkins Leck Gamble Mallory & Natsis LLP 401(k) match · 2024
Employer contribution per active participant$14,696
Median for plans this size$4,294
2024$14,696 per active participant
2023$14,653 per active participant
2022$14,532 per active participant

Allen Matkins Leck Gamble Mallory & Natsis LLP's 2024 employer contribution ran above the $4,294 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 · 20249
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$40,350
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$35,582
FISHER INVESTMENTS · Investment advisory (participants)$34,565
PACIFICA CAPITAL INVESTMENTS L · Investment advisory (participants)$30,419
CONQUIS FINANCIAL LLC · Investment advisory (participants)$23,440
MORNINGSTAR INVESTMENT SERVICE · Investment advisory (participants)$15,608
LITMAN GREGORY WEALTH MGMT · Investment advisory (participants)$12,203
MORGAN STANLEY SMITH BARNEY · Investment management$8,190
CHARLES SCHWAB & CO., INC. · Securities brokerage$742

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$214,910 · 0.07%
2023$210,315 · 0.08%
2022$214,814 · 0.08%
Same employer
Similar plansProfessional & Technical Services · California
Wind River Systems, Inc. CA$314.1M · 0.00%
Rakuten USA CA$310.5M · 0.10%
Quest Software Inc. CA$299.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953605309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.