Bellwether Asset Management, Inc.401(k)
BELLWETHER ASSET MANAGEMENT 401(K) PLAN · EL SEGUNDO, CA · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Bellwether Asset Management, Inc. reported $1,150 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,325 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 1 year on file its reported administrative ratio fell from 0.012% to 0.011%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (4,853rd of 9,483), and the 958th of 2,096 in real estate & leasing. In 2024, employees put in $1.50 for every $1.00 the employer contributed.
Bellwether Asset Management, Inc.'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 463831715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.