Plan Ledger DOL Form 5500 · updated monthly

Buchalter, a Professional Corporation401(k)

BUCHALTER 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

Buchalter, a Professional Corporation reported $333,645 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. 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 0.31% to 0.17%. 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 553rd-largest of 9,483 plans among California employers on file, and the 772nd of 11,654 in professional & technical services. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$209,278,095
Participants with balances0
Active participants0
Employer contributions$8,106,049
Employee contributions$6,534,807
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$9,592,717
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$209.3M · $8.1M emplr
2023$178.3M · 595 accts · $7.1M emplr
2022$150.1M · 567 accts · $10.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,592
Investment management$153,722
Trustee / custodial$64,331
Total administrative$333,645
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 · 20244
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$115,592
MERRILL LYNCH RETIREMENT · Investment advisory (participants) · Investment advisory (plan)$137,536
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$64,331
CERITY PARTNERS · Investment advisory (participants) · Investment advisory (plan)$18,290

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$333,645 · 0.17%
2023$307,035 · 0.19%
2022$489,046 · 0.31%
All plans at this employer2
BUCHALTER 401(K) PLAN401(k)
BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN401(k)
Same employer
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Mozilla Corporation CA$217.2M · 0.05%
Coupa Software, Inc. CA$215.1M · 0.02%
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Sonos, Inc. CA$207.9M · 0.11%
Kratos Integral Holdings LLC CA$194.1M · 0.06%
Arete Associates CA$193.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952640846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.