Plan Ledger DOL Form 5500 · updated monthly

Cox, Castle & Nicholson LLP401(k)

COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Cox, Castle & Nicholson LLP reported $490,031 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $28,407 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 0.17% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 446th-largest of 9,483 plans among California employers on file, and the 621st of 11,654 in professional & technical services. In 2024, the employer put in $1.68 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$269,943,269
Participants with balances247
Active participants171
Employer contributions$4,857,550
Employee contributions$2,898,892
Employer contribution per active participant$28,407
Average account balance$1,092,888
Benefits paid to participants$11,342,632
Plan auditUnmodified (clean) audit opinion
AuditorQUIGLEY & MIRON
Plan history3
Yearassets · accounts · employer contribution
2024$269.9M · 247 accts · $4.9M emplr
2023$236.3M · 239 accts · $4.5M emplr
2022$186.8M · 229 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,120
Investment management$367,758
Total administrative$490,031
The Cox, Castle & Nicholson LLP 401(k) match · 2024
Employer contribution per active participant$28,407
Median for plans this size$4,294
2024$28,407 per active participant
2023$26,911 per active participant
2022$25,191 per active participant

Cox, Castle & Nicholson LLP's 2024 employer contribution ran above the $4,294 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
ONE AMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$107,078
MILLIMAN, INC. · Participant communication · Recordkeeping$14,041
NORTH PIER FIDUCIARY MANAGEMENT LLC · Investment advisory (plan)$367,758

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

Recordkeeper by year2
2024Milliman, OneAmerica
2023OneAmerica

This plan has changed recordkeepers within these filings. If you left Cox, Castle & Nicholson LLP 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 history3
2024$490,031 · 0.19%
2023$386,927 · 0.18%
2022$340,708 · 0.17%
Same employer
Similar plansProfessional & Technical Services · California
Munger, Tolles & Olson LLP CA$282.2M · 0.09%
Tsmc North America Inc CA$278.6M · 0.05%
Public Health Institute CA$276.2M · 0.21%
Mediatek USA Inc. CA$274.4M · 0.03%
Rubrik, Inc. CA$267.6M · 0.05%
Super Micro Computer, Inc. CA$267.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952547124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.