Plan Ledger DOL Form 5500 · updated monthly

Bbam US LP401(k)

BBAM US LP 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Bbam US LP reported $64,819 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $9,760 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 0.23% to 0.21%. 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 2,513th-largest of 9,483 plans among California employers on file, and the 3,898th of 11,654 in professional & technical services. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,624,441
Participants with balances134
Active participants81
Employer contributions$790,543
Employee contributions$1,300,791
Employer contribution per active participant$9,760
Average account balance$243,466
Benefits paid to participants$2,933,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 134 accts · $791K emplr
2023$29.0M · 128 accts · $713K emplr
2022$24.0M · 125 accts · $703K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,819
Investment management$25,000
Total administrative$64,819
The Bbam US LP 401(k) match · 2024
Employer contribution per active participant$9,760
Median for plans this size$2,416
2024$9,760 per active participant
2023$9,380 per active participant
2022$9,494 per active participant

Bbam US LP's 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,819
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,000

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$64,819 · 0.21%
2023$59,376 · 0.22%
2022$58,243 · 0.23%
Similar plansProfessional & Technical Services · California
Upstanding, LLC CA$32.8M · 0.26%
Signifyd, Inc. CA$32.6M · 0.02%
Sugarcrm Inc. CA$32.4M · 0.03%
Wnc & Associates, Inc. CA$32.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800557765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.