Plan Ledger DOL Form 5500 · updated monthly

Armanino LLP401(k)

ARMANINO LLP 401(K) PROFIT SHARING PLAN · SAN RAMON, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Armanino LLP reported $356,135 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $4,432 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 0.19% to 0.11%. 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 364th-largest of 9,483 plans among California employers on file, and the 488th of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$347,383,760
Participants with balances3,415
Active participants2,584
Employer contributions$11,453,040
Employee contributions$29,781,285
Employer contribution per active participant$4,432
Average account balance$101,723
Benefits paid to participants$31,878,997
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$347.4M · 3,415 accts · $11.5M emplr
2023$290.0M · 3,360 accts · $10.5M emplr
2022$217.4M · 2,916 accts · $9.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$229,768
Trustee / custodial$125,954
Total administrative$356,135
The Armanino LLP 401(k) match · 2024
Employer contribution per active participant$4,432
Median for plans this size$4,294
2024$4,432 per active participant
2023$4,050 per active participant
2022$3,996 per active participant

Armanino LLP's 2024 employer contribution ran above the $4,294 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 · 20247
MILLIMAN · Custodial (securities) · Loan processing$229,768
MAI CAPITAL MANAGEMENT LLC · Custodial (securities)$42,858
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$39,297
MAPLE CAPITAL MANAGEMENT INC · Custodial (securities)$15,786
BRAND ASSET MGMT GROUP · Investment advisory (plan)$11,603
BLODGETT WEALTH ADVISORS LLC · Investment advisory (plan)$8,093
CHARLES SCHWAB & CO., INC. · Custodial (securities)$1,602

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$356,135 · 0.11%
2023$376,779 · 0.15%
2022$406,862 · 0.19%
Same employer
Similar plansProfessional & Technical Services · California
Align Technology, Inc. CA$411.7M · 0.11%
Lyft, Inc. CA$375.3M · 0.12%
Procore Technologies, Inc. CA$345.2M · 0.07%
Zscaler, Inc. CA$340.6M · 0.01%
Andersen Tax LLC CA$336.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946214841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.