Plan Ledger DOL Form 5500 · updated monthly

Aspiriant LLC401(k)

ASPIRIANT 401(K) AND PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Aspiriant LLC reported $6,739 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,439 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 rose from 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,256th-largest of 9,483 plans among California employers on file, and the 1,231st of 4,798 in finance & insurance. In 2024, employees put in $4.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,381,940
Participants with balances258
Active participants231
Employer contributions$794,502
Employee contributions$3,346,602
Employer contribution per active participant$3,439
Average account balance$292,178
Benefits paid to participants$2,494,279
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$75.4M · 258 accts · $795K emplr
2023$63.6M · 252 accts · $803K emplr
2022$52.6M · 263 accts · $879K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$525
Investment management$6,214
Total administrative$6,739
The Aspiriant LLC 401(k) match · 2024
Employer contribution per active participant$3,439
Median for plans this size$3,635
2024$3,439 per active participant
2023$3,632 per active participant
2022$3,870 per active participant

Aspiriant LLC's 2024 employer contribution ran below the $3,635 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES, IN · Recordkeeping · Investment advisory (participants)$6,739
CHARLES SCHWAB & CO., INC. · Securities brokerage$830

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$6,739 · 0.01%
2023$4,287 · 0.01%
2022$2,152 · 0.00%
Same employer
Similar plansFinance & Insurance · California
Technology Credit Union CA$77.5M · 0.02%
Confie Holding II Co. CA$77.1M · 0.39%
Allworth Financial, LP CA$76.7M · 0.12%
Travis Credit Union CA$75.2M · 0.12%
Ctbc Bank Corp. (USA) CA$74.8M · 0.01%
Aviation Capital Group LLC CA$72.5M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 261518255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.