Plan Ledger DOL Form 5500 · updated monthly

Deans & Homer401(k)

DEANS & HOMER 401(K) AND PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Deans & Homer reported $41,705 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,386 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 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,469th-largest of 9,483 plans among California employers on file, and the 1,409th of 4,798 in finance & insurance. In 2024, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,804,028
Participants with balances147
Active participants114
Employer contributions$500,000
Employee contributions$1,342,364
Employer contribution per active participant$4,386
Average account balance$427,238
Benefits paid to participants$4,783,728
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.8M · 147 accts · $500K emplr
2023$57.6M · 145 accts · $567K emplr
2022$49.2M · 140 accts · $553K emplr
The Deans & Homer 401(k) match · 2024
Employer contribution per active participant$4,386
Median for plans this size$3,635
2024$4,386 per active participant
2023$4,969 per active participant
2022$4,893 per active participant

Deans & Homer's 2024 employer contribution ran above the $3,635 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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$29,593
VANGUARD ADVISERS INC. · Investment advisory (participants)$12,273

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$41,705 · 0.07%
2023$34,448 · 0.06%
2022$30,665 · 0.06%
Same employer
Similar plansFinance & Insurance · California
Roth Capital Partners, LLC CA$65.0M · 0.18%
Orange County Credit Union CA$64.2M · 0.32%
Redwood Trust, Inc. CA$62.5M · 0.06%
Banc of California, Inc. CA$62.0M · 0.28%
Bank of Stockton CA$61.4M · 0.10%
Prosper Marketplace, Inc. CA$61.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941072984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.