Plan Ledger DOL Form 5500 · updated monthly

Bates White, LLC.401(k)

BATES WHITE, LLC 401(K) PLAN · WASHINGTON, DC · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Bates White, LLC. reported $11,841 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,785 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 3 years on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 71st-largest of 618 plans among District of Columbia employers on file, and the 1,015th of 11,654 in professional & technical services. In 2025, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 288 to 382 since 2022.

Plan summary
Net assets, end of year$154,465,548
Participants with balances550
Active participants382
Employer contributions$6,029,853
Employee contributions$6,862,808
Employer contribution per active participant$15,785
Average account balance$280,846
Benefits paid to participants$7,653,135
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$154.5M · 550 accts · $6.0M emplr
2024$126.0M · 524 accts · $5.2M emplr
2023$97.0M · 481 accts · $4.6M emplr
2022$72.7M · 436 accts · $3.7M emplr
Administrative expenses, itemized · 2025
Investment management$14,074
Total administrative$11,841
The Bates White, LLC. 401(k) match · 2025
Employer contribution per active participant$15,785
Median for plans this size$4,093
2025$15,785 per active participant
2024$14,441 per active participant
2023$13,946 per active participant
2022$13,007 per active participant

Bates White, LLC.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,074
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 history4
2025$11,841 · 0.01%
2024$12,933 · 0.01%
2023$11,827 · 0.01%
2022$15,784 · 0.02%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Vox Media, LLC DC$179.3M · 0.14%
Fgs Global Inc. DC$160.0M · 0.02%
Beveridge & Diamond, P.C. DC$136.5M · 0.11%
Sughrue Mion, PLLC DC$130.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522183096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.