Plan Ledger DOL Form 5500 · updated monthly

Beach Haus, LLC401(k)

BEACH HAUS, LLC 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Beach Haus, LLC reported $33,740 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $777 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 1.08% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,646th of 9,483), and 10,384th of 11,654 in professional & technical services. In 2024, employees put in $8.14 for every $1.00 the employer contributed; active participation has shrunk from 125 to 99 since 2022.

Plan summary
Net assets, end of year$3,419,266
Participants with balances133
Active participants99
Employer contributions$76,953
Employee contributions$626,780
Employer contribution per active participant$777
Average account balance$25,709
Benefits paid to participants$161,296
Plan auditUnmodified (clean) audit opinion
AuditorBAROLDI GUNDERSON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 133 accts · $77K emplr
2023$2.5M · 19 accts · $92K emplr
2022$1.5M · 113 accts · $57K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,740
Total administrative$33,740
The Beach Haus, LLC 401(k) match · 2024
Employer contribution per active participant$777
Median for plans this size$1,313
2024$777 per active participant
2023$849 per active participant
2022$459 per active participant

Beach Haus, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
NATIONWIDE · Contract administrator · Recordkeepingindirect comp
PROACCOUNT · Investment advisory (participants)$6,541
BAKER TILLY WEALTH MANAGEMENT, LLC · Investment advisory (plan)$3,661
FUTUREPLAN BY ASCENSUS · Other services$750

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$33,740 · 1.14%
2023$19,955 · 1.01%
2022$13,254 · 1.08%
Same employer
Similar plansProfessional & Technical Services · California
Synectic Solutions CA$3.4M · 0.07%
Bay Area Tech Workers CA$3.4M · 0.60%
Burdick Painting CA$3.3M · 0.91%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262142243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.