Plan Ledger DOL Form 5500 · updated monthly

Buffini & Company, Inc.401(k)

BUFFINI & COMPANY 401(K) PROFIT SHARING PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Buffini & Company, Inc. reported $23,512 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.07%. 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 2,483rd-largest of 9,483 plans among California employers on file, and the 3,848th of 11,654 in professional & technical services. active participation has shrunk from 212 to 189 since 2022.

Plan summary
Net assets, end of year$33,241,023
Participants with balances303
Active participants189
Employer contributions$0
Employee contributions$1,499,363
Employer contribution per active participant$0
Average account balance$109,706
Benefits paid to participants$2,545,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 303 accts
2023$30.1M · 312 accts · $714K emplr
2022$25.1M · 304 accts · $775K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,512
Total administrative$23,512
The Buffini & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$3,518 per active participant
2022$3,654 per active participant

Buffini & Company, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$23,512

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$23,512 · 0.07%
2023$23,646 · 0.09%
2022$21,699 · 0.08%
Same employer
Similar plansProfessional & Technical Services · California
Hueston Hennigan LLP CA$33.8M · 0.14%
Poshmark, Inc. CA$33.4M · 0.02%
Imperative Care, Inc. CA$33.1M · 0.04%
Nna Services, LLC CA$33.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330674559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.