Plan Ledger DOL Form 5500 · updated monthly

Best Best & Krieger LLP401(k)

BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Best Best & Krieger LLP reported $172,004 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $5,661 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 0.16% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,200th-largest of 9,483 plans among California employers on file, and the 1,832nd of 11,654 in professional & technical services. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,722,861
Participants with balances617
Active participants393
Employer contributions$2,224,925
Employee contributions$4,326,958
Employer contribution per active participant$5,661
Average account balance$129,210
Benefits paid to participants$11,336,972
Plan auditUnmodified (clean) audit opinion
AuditorHALLIDAY & COMPANY, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$79.7M · 617 accts · $2.2M emplr
2023$75.4M · 600 accts · $1.9M emplr
2022$63.0M · 599 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,800
Investment management$30,000
Audit (IQPA)$13,394
Total administrative$172,004
The Best Best & Krieger LLP 401(k) match · 2024
Employer contribution per active participant$5,661
Median for plans this size$3,635
2024$5,661 per active participant
2023$5,095 per active participant
2022$4,710 per active participant

Best Best & Krieger LLP's 2024 employer contribution ran above the $3,635 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 · 20245
ACTUARIAL BENEFITS CORP. · Contract administrator$44,979
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,000
HALLIDAY & COMPANY CPA'S · Accounting / audit$13,394
BEST BEST & KRIEGER, LLP$7,810

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$172,004 · 0.22%
2023$97,912 · 0.14%
2022$110,643 · 0.16%
Same employer
Similar plansProfessional & Technical Services · California
Interior Architects Inc. CA$80.9M · 0.06%
Ata Engineering, Inc. CA$80.0M · 0.06%
Lpa, Inc. CA$79.5M · 0.23%
Komodo Health, Inc. CA$78.2M · 0.13%
Delinea Inc. CA$78.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952157337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.