Plan Ledger DOL Form 5500 · updated monthly

Edlin Gallagher Huie & Blum LLP401(k)

EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Edlin Gallagher Huie & Blum LLP reported $2,335 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,118 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 0.01% to 0.02%. 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 4,293rd-largest of 9,483 plans among California employers on file, and 6,436th of 11,654 in professional & technical services. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has shrunk from 86 to 52 since 2022.

Plan summary
Net assets, end of year$15,609,645
Participants with balances99
Active participants52
Employer contributions$162,117
Employee contributions$395,993
Employer contribution per active participant$3,118
Average account balance$157,673
Benefits paid to participants$1,236,520
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L BUCK CPA
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 99 accts · $162K emplr
2023$14.0M · 106 accts · $205K emplr
2022$12.5M · 116 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,335
Total administrative$2,335
The Edlin Gallagher Huie & Blum LLP 401(k) match · 2024
Employer contribution per active participant$3,118
Median for plans this size$2,416
2024$3,118 per active participant
2023$3,361 per active participant
2022$3,252 per active participant

Edlin Gallagher Huie & Blum 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$2,334
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY LLC · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,335 · 0.02%
2023$1,922 · 0.01%
2022$1,439 · 0.01%
Similar plansProfessional & Technical Services · California
Fci Lender Services Inc CA$15.8M · 0.54%
Apolis CA$15.7M · 0.45%
Forward Slope, Inc. CA$15.6M · 0.47%
Limeade, Inc. CA$15.6M · 0.28%
Hunt & Henriques,Llp CA$15.6M · 0.59%
The Third Floor, Inc. CA$15.5M · 0.70%
Ambrx, Inc. CA$15.5M · 0.33%
Applied Minds, LLC CA$15.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943381447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.