Plan Ledger DOL Form 5500 · updated monthly

Brillant Corners401(k)

BRILLIANT CORNERS RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Brillant Corners reported $100,662 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,573 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 1.13% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,040th-largest of 9,483 plans among California employers on file, and the 4,115th of 11,911 in health care & social assistance. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,115,679
Participants with balances614
Active participants494
Employer contributions$1,270,947
Employee contributions$1,794,105
Employer contribution per active participant$2,573
Average account balance$27,876
Benefits paid to participants$756,642
Plan auditUnmodified (clean) audit opinion
AuditorPEROTTI & CARRADE, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 614 accts · $1.3M emplr
2023$13.1M · 578 accts · $1.2M emplr
2022$9.9M · 560 accts · $988K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,660
Investment management$52,002
Total administrative$100,662
The Brillant Corners 401(k) match · 2024
Employer contribution per active participant$2,573
Median for plans this size$2,416
2024$2,573 per active participant
2023$2,554 per active participant
2022$2,084 per active participant

Brillant Corners'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 · 20245
BRINKER CAPITAL INVESTMENTS · Investment advisory (participants)$32,351
LINCOLN FINANCIAL ADVISORS · Investment advisory (participants)$25,733
PLAN DESIGN CONSULTANTS INC · Investment advisory (participants)$5,942
NATIONWIDE · Investment advisory (participants)indirect comp
OSAIC FA INC · Investment advisory (participants)indirect comp

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$100,662 · 0.67%
2023$137,380 · 1.20%
2022$108,114 · 1.13%
Same employer
Similar plansHealth Care & Social Assistance · California
Hall Ambulance Service Inc. CA$17.3M · 0.11%
Vista Hill Foundation CA$16.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562379862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.