Plan Ledger DOL Form 5500 · updated monthly

Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Corp401(k)

CMVBS 401(K) PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Corp reported $41,105 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $10,016 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.

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 2,689th-largest of 9,483 plans among California employers on file, and the 4,195th of 11,654 in professional & technical services. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,845,787
Participants with balances119
Active participants73
Employer contributions$731,186
Employee contributions$773,586
Employer contribution per active participant$10,016
Average account balance$250,805
Benefits paid to participants$1,154,545
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,785
Investment management$30,320
Total administrative$41,105
The Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Corp 401(k) match · 2024
Employer contribution per active participant$10,016
Median for plans this size$2,416

Clapp, Moroney, Vucinich, Beeman and Scheley, a Prof. Corp's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$26,000
EMPOWER ADVISORY GROUP, LLC · Investment management$4,320

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

Administrative cost history1
2024$41,105 · 0.15%
Similar plansProfessional & Technical Services · California
Freenome Holdings Inc. CA$30.2M · 0.02%
Livevox, Inc. CA$30.2M · 0.23%
Square Enix, Inc. CA$30.1M · 0.03%
Mns Engineers, Inc. CA$30.0M · 0.40%
Zazzle Inc. CA$29.7M · 0.43%
Resolution Economics, LLC CA$29.5M · 0.32%
Dna Twopointo, Inc., CA$29.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942756833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.