Butler, Shine, Stern & Partners, LLC401(k)
BUTLER, SHINE, STERN & PARTNERS, LLC 401(K) PLAN · SAUSALITO, CA · plan year 2024
Butler, Shine, Stern & Partners, LLC reported $15,712 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. 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 rose from 0.08% to 0.10%. 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 4,124th-largest of 9,483 plans among California employers on file, and 6,219th of 11,654 in professional & technical services. active participation has shrunk from 62 to 33 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 352194998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.