Plan Ledger DOL Form 5500 · updated monthly

Biggs Cardosa Associates, Inc.401(k)

BIGGS CARDOSA ASSOCIATES 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Biggs Cardosa Associates, Inc. reported $50,474 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,750 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 fell from 0.27% to 0.15%. 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 2,252nd-largest of 9,483 plans among California employers on file, and the 3,484th of 11,654 in professional & technical services. In 2024, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,520,633
Participants with balances140
Active participants103
Employer contributions$386,273
Employee contributions$1,509,089
Employer contribution per active participant$3,750
Average account balance$268,005
Benefits paid to participants$343,369
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 140 accts · $386K emplr
2023$29.6M · 137 accts · $15 emplr
2022$22.6M · 139 accts · $741 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,369
Investment management$5,105
Total administrative$50,474
The Biggs Cardosa Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,750
Median for plans this size$2,416
2024$3,750 per active participant
2023$0 per active participant
2022$7 per active participant

Biggs Cardosa Associates, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$50,478

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$50,474 · 0.15%
2023$49,757 · 0.19%
2022$68,698 · 0.27%
Similar plansProfessional & Technical Services · California
P2S Inc. CA$37.9M · 0.14%
Climateworks Foundation CA$37.3M · 0.33%
Fuscoe Engineering Inc CA$36.9M · 0.01%
Activehours Inc. CA$36.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770099204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.