Plan Ledger DOL Form 5500 · updated monthly

Donahue Fitzgerald LLP401(k)

DONAHUE FITZGERALD LLP 401(K) PROFIT SHARING PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Donahue Fitzgerald LLP reported $74,762 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $8,737 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. 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 1,702nd-largest of 9,483 plans among California employers on file, and the 2,646th of 11,654 in professional & technical services. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,862,914
Participants with balances137
Active participants96
Employer contributions$838,730
Employee contributions$1,277,872
Employer contribution per active participant$8,737
Average account balance$385,861
Benefits paid to participants$2,247,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.9M · 137 accts · $839K emplr
2023$45.7M · 131 accts · $855K emplr
2022$37.9M · 130 accts · $776K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,666
Investment management$30,096
Total administrative$74,762
The Donahue Fitzgerald LLP 401(k) match · 2024
Employer contribution per active participant$8,737
Median for plans this size$2,416
2024$8,737 per active participant
2023$9,833 per active participant
2022$8,626 per active participant

Donahue Fitzgerald LLP'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,666
1919 INVESTMENT COUNSEL · Investment advisory (participants)$26,478

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

Administrative cost history3
2024$74,762 · 0.15%
2023$68,129 · 0.16%
2022$67,789 · 0.16%
Similar plansProfessional & Technical Services · California
Lyra Health, Inc. CA$53.8M · 0.03%
Ware Malcomb CA$53.7M · 0.34%
Verkada, Inc. CA$53.4M · 0.12%
Gehry Partners, LLP CA$53.2M · 0.00%
Severson & Werson CA$52.7M · 0.22%
Higgs, Fletcher & Mack, LLP CA$52.5M · 0.06%
Notion Labs, Inc. CA$52.2M · 0.06%
Trailer Park, Inc. CA$52.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941242088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.