Plan Ledger DOL Form 5500 · updated monthly

Behrens and Associates Inc401(k)

BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Behrens and Associates Inc reported $38,958 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $4,974 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,073rd of 9,483), and 1,890th of 3,341 in other services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,817,196
Participants with balances142
Active participants112
Employer contributions$557,050
Employee contributions$490,334
Employer contribution per active participant$4,974
Average account balance$55,051
Benefits paid to participants$695,807
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,139
Investment management$34,959
Trustee / custodial$860
Total administrative$38,958
The Behrens and Associates Inc 401(k) match · 2024
Employer contribution per active participant$4,974
Median for plans this size$1,313

Behrens and Associates Inc's 2024 employer contribution ran above the $1,313 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
PAYCHEX, INC. · Recordkeeping$5,911
INTEGRITY FINANCIAL CORPORATION · Investment advisory (participants)$32,252

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

Administrative cost history1
2024$38,958 · 0.54%
Similar plansOther Services · California
Reading Partners CA$8.0M · 0.10%
Maravilla Foundation CA$7.7M · 0.07%
Humane, Inc. CA$7.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954460624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.