Plan Ledger DOL Form 5500 · updated monthly

Brayton Purcell, LLP401(k)

BRAYTON PURCELL, LLP 401K RETIREMENT PLAN · NOVATO, 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

Brayton Purcell, LLP reported $63,236 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,672 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 3 years on file its reported administrative ratio has held roughly steady near 0.152%. 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 1,976th-largest of 9,483 plans among California employers on file, and the 3,069th of 11,654 in professional & technical services. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,709,179
Participants with balances243
Active participants138
Employer contributions$506,700
Employee contributions$1,160,827
Employer contribution per active participant$3,672
Average account balance$179,873
Benefits paid to participants$2,241,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.7M · 243 accts · $507K emplr
2023$39.3M · 242 accts · $496K emplr
2022$32.8M · 246 accts · $478K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,250
Investment management$61,636
Total administrative$63,236
The Brayton Purcell, LLP 401(k) match · 2024
Employer contribution per active participant$3,672
Median for plans this size$2,416
2024$3,672 per active participant
2023$4,004 per active participant
2022$3,650 per active participant

Brayton Purcell, LLP'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

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$63,236 · 0.15%
2023$55,943 · 0.16%
2022$55,843 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Allogene Therapeutics, Inc. CA$44.0M · 0.09%
Cordoba Corporation CA$44.0M · 0.20%
Railpros, Inc. CA$44.0M · 0.26%
Sutro Biopharma, Inc. CA$43.9M · 0.25%
Wave Computing CA$43.6M · 0.18%
Smartthings, Inc. CA$43.6M · 0.24%
Newmeyer & Dillion, LLP CA$43.5M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 201361089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.