Plan Ledger DOL Form 5500 · updated monthly

David&Goliath, LLC401(k)

DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

David&Goliath, LLC reported $153,159 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,634 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 0.49% to 0.53%. 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 2,595th-largest of 9,483 plans among California employers on file, and the 4,026th of 11,654 in professional & technical services. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,341,236
Participants with balances296
Active participants162
Employer contributions$750,649
Employee contributions$1,935,162
Employer contribution per active participant$4,634
Average account balance$105,883
Benefits paid to participants$2,367,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 296 accts · $751K emplr
2023$26.8M · 309 accts · $751K emplr
2022$22.8M · 310 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,472
Investment management$78,687
Total administrative$153,159
The David&Goliath, LLC 401(k) match · 2024
Employer contribution per active participant$4,634
Median for plans this size$2,416
2024$4,634 per active participant
2023$4,722 per active participant
2022$3,986 per active participant

David&Goliath, LLC'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 · 20242
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$74,472
MERRILL LYNCH · Consulting · Insurance services$78,687

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
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$153,159 · 0.53%
2023$127,954 · 0.52%
2022$131,077 · 0.49%
Same employer
Similar plansProfessional & Technical Services · California
Tessitura Network, Inc. CA$31.4M · 0.34%
Taskrabbit, Inc. CA$31.4M · 0.29%
Ibaset, Inc. CA$31.4M · 0.18%
4 Over International, LLC CA$31.2M · 0.48%
Mbh Architects, Inc. CA$31.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134088671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.