Plan Ledger DOL Form 5500 · updated monthly

Christensen Oconnor Johnson Kindness PLLC401(k)

THE 401(K) PROFIT SHARING PLAN AND TRUST OF CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC · SEATTLE, WA · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Christensen Oconnor Johnson Kindness PLLC reported $163,867 in plan administrative expenses for 2023: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,353 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 rose from 0.10% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 422nd-largest of 1,714 plans among Washington employers on file, and the 3,309th of 11,654 in professional & technical services. In 2023, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,905,404
Participants with balances155
Active participants97
Employer contributions$422,286
Employee contributions$927,270
Employer contribution per active participant$4,353
Average account balance$257,454
Benefits paid to participants$922,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.5M · 145 accts · $548K emplr
2023$39.9M · 155 accts · $422K emplr
2022$34.1M · 150 accts · $447K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,383
Investment management$116,334
Total administrative$163,867
The Christensen Oconnor Johnson Kindness PLLC 401(k) match · 2023
Employer contribution per active participant$4,353
Median for plans this size$2,440
2024$5,892 per active participant
2023$4,353 per active participant
2022$4,707 per active participant

Christensen Oconnor Johnson Kindness PLLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
VANGUARD GROUP INC. · Recordkeeping · Consulting$34,351
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$116,334
UNIGLOBAL PENSION PLANNING$11,183

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$103,171 · 0.26%
2023$163,867 · 0.44%
2022$40,230 · 0.10%
Similar plansProfessional & Technical Services · Washington
Hargis Engineers, Inc. WA$43.2M · 0.16%
Rover Group, Inc. WA$40.3M · 0.03%
Porch WA$37.9M · 0.37%
Cowi North America, Inc. WA$36.8M · 0.16%
Omeros Corporation WA$35.4M · 0.00%
Reid Middleton Inc WA$35.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910860813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.