Plan Ledger DOL Form 5500 · updated monthly

Downey Brand LLP401(k)

DOWNEY BRAND LLP EMPLOYEE RETIREMENT PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Downey Brand LLP reported $249,511 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $16,082 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 0.19% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,033rd-largest of 9,483 plans among California employers on file, and the 1,558th of 11,654 in professional & technical services. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$96,932,753
Participants with balances292
Active participants148
Employer contributions$2,380,108
Employee contributions$1,972,840
Employer contribution per active participant$16,082
Average account balance$331,961
Benefits paid to participants$7,089,996
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.9M · 292 accts · $2.4M emplr
2023$89.0M · 315 accts · $2.4M emplr
2022$75.1M · 313 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,504
Investment management$245,889
Total administrative$249,511
The Downey Brand LLP 401(k) match · 2024
Employer contribution per active participant$16,082
Median for plans this size$3,635
2024$16,082 per active participant
2023$14,814 per active participant
2022$14,104 per active participant

Downey Brand LLP's 2024 employer contribution ran above the $3,635 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
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan) · Investment management$167,394

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$249,511 · 0.27%
2023$112,459 · 0.14%
2022$157,977 · 0.19%
Same employer
Similar plansProfessional & Technical Services · California
Tapestry Solutions, Inc CA$98.0M · 0.24%
Upstart Network, Inc. CA$97.9M · 0.10%
Mka International, Inc. CA$97.6M · 0.15%
Netgear, Inc. CA$96.9M · 0.07%
Unicom, Inc. CA$96.3M · 0.40%
Applovin Corporation CA$95.9M · 0.02%
Connexity, Inc. CA$95.7M · 0.08%
Pdf Solutions, Inc. CA$95.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940438033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.