Plan Ledger DOL Form 5500 · updated monthly

Cordevalle L.P.401(k)

CORDEVALLE 401(K) PLAN · SAN MARTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Cordevalle L.P. reported $17,731 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,465 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 1 year on file its reported administrative ratio rose from 0.16% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,392nd of 9,483), and 7,931st of 11,654 in professional & technical services. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,217,979
Participants with balances276
Active participants166
Employer contributions$409,126
Employee contributions$505,479
Employer contribution per active participant$2,465
Average account balance$37,022
Benefits paid to participants$950,467
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.2M · 276 accts · $409K emplr
2023$9.0M · 224 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,212
Investment management$12,353
Trustee / custodial$166
Total administrative$17,731
The Cordevalle L.P. 401(k) match · 2024
Employer contribution per active participant$2,465
Median for plans this size$1,313
2024$2,465 per active participant
2023$1,352 per active participant

Cordevalle L.P.'s 2024 employer contribution ran above the $1,313 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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$5,212
MMC SECURITIES CORPORATION · Investment advisory (plan)$8,740

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

Recordkeeper by year2
2024Transamerica
2023T. Rowe Price, Transamerica

This plan has changed recordkeepers within these filings. If you left Cordevalle L.P. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$17,731 · 0.18%
2023$13,741 · 0.16%
Same employer
Similar plansProfessional & Technical Services · California
Paragon Legal Group LLC CA$10.3M · 0.07%
Premise Data Corporation CA$10.2M · 0.30%
Naehas Inc CA$10.2M · 0.09%
Artemis Consulting, LLC CA$10.2M · 0.48%
Tredence CA$10.2M · 0.03%
Compex Legal Services, Inc. CA$10.2M · 0.06%
Nicolehollis, Inc. CA$10.1M · 0.58%
Intellipro Service Inc CA$10.1M · 1.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 208456270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.