Plan Ledger DOL Form 5500 · updated monthly

Berliner Cohen, LLP401(k)

BERLINER COHEN RETIREMENT PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Berliner Cohen, LLP reported $35,057 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,181 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 0.10% to 0.07%. 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 1,665th-largest of 9,483 plans among California employers on file, and the 2,596th of 11,654 in professional & technical services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$54,059,417
Participants with balances145
Active participants107
Employer contributions$1,303,337
Employee contributions$1,168,019
Employer contribution per active participant$12,181
Average account balance$372,824
Benefits paid to participants$361,120
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$54.1M · 145 accts · $1.3M emplr
2023$45.3M · 135 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,057
Total administrative$35,057
The Berliner Cohen, LLP 401(k) match · 2024
Employer contribution per active participant$12,181
Median for plans this size$2,416
2024$12,181 per active participant
2023$25,947 per active participant

Berliner Cohen, LLP'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 · 20243
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$13,720
CHARLES SCHWAB INVESTMENT MGMT INC. · Investment advisory (participants)$15,861
BNY MELLON NATIONAL ASSOCIATION · Investment advisory (participants)$5,475

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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

Administrative cost history2
2024$35,057 · 0.07%
2023$42,142 · 0.10%
Same employer
Similar plansProfessional & Technical Services · California
A10 Networks, Inc. CA$55.5M · 0.19%
Illumio, Inc. CA$55.4M · 0.04%
Neudesic, LLC CA$54.0M · 0.42%
Sigma Defense Systems, LLC CA$53.9M · 0.21%
Lyra Health, Inc. CA$53.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941736834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.