Plan Ledger DOL Form 5500 · updated monthly

D'Andre, Peterson, & Bobus, LLP401(k)

D'ANDRE, PETERSON, BOBUS & ROSENBERG, LLP 401(K) PROFIT SHARING PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

D'Andre, Peterson, & Bobus, LLP reported $62,575 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,582 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 among the smaller plans on file in California (4,971st of 9,483), and 7,389th of 11,654 in professional & technical services. In 2024, employees put in $3.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,015,926
Participants with balances121
Active participants57
Employer contributions$147,175
Employee contributions$521,632
Employer contribution per active participant$2,582
Average account balance$99,305
Benefits paid to participants$307,927
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,318
Investment management$39,257
Total administrative$62,575
The D'Andre, Peterson, & Bobus, LLP 401(k) match · 2024
Employer contribution per active participant$2,582
Median for plans this size$2,416

D'Andre, Peterson, & Bobus, LLP's 2024 employer contribution ran above the $2,416 median for plans its size. 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
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$39,257

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$62,575 · 0.56%
Similar plansProfessional & Technical Services · California
Visiquate Inc. CA$12.1M · 0.33%
Imply Data, Inc. CA$12.1M · 0.59%
Caylent, Inc. CA$12.1M · 0.47%
Ars Pharmaceutical Inc CA$11.9M · 0.04%
Singleton Schreiber, LLP CA$11.9M · 0.52%
Capella Space Corp CA$11.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911999590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.