Plan Ledger DOL Form 5500 · updated monthly

Ellis George Cipollone O'Brien Annaguey LLP401(k)

ELLIS GEORGE CIPOLLONE O'BRIEN ANNAGUEY LLP 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Ellis George Cipollone O'Brien Annaguey LLP reported $65,477 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,783 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 0.36% to 0.52%. 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 4,713th-largest of 9,483 plans among California employers on file, and 7,039th of 11,654 in professional & technical services. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has shrunk from 100 to 74 since 2022.

Plan summary
Net assets, end of year$13,198,745
Participants with balances155
Active participants74
Employer contributions$575,951
Employee contributions$839,888
Employer contribution per active participant$7,783
Average account balance$85,153
Benefits paid to participants$1,580,277
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 155 accts · $576K emplr
2023$12.0M · 155 accts · $744K emplr
2022$9.3M · 151 accts · $715K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,477
Total administrative$65,477
The Ellis George Cipollone O'Brien Annaguey LLP 401(k) match · 2024
Employer contribution per active participant$7,783
Median for plans this size$2,416
2024$7,783 per active participant
2023$8,000 per active participant
2022$7,147 per active participant

Ellis George Cipollone O'Brien Annaguey 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 · 20243
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$36,783
ACTUARIES UNLIMITED, INC. · Contract administratorindirect comp

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$65,477 · 0.52%
2023$54,991 · 0.52%
2022$35,670 · 0.36%
Similar plansProfessional & Technical Services · California
Infotrack US Inc CA$13.3M · 0.60%
Launchsquad, LLC CA$13.2M · 0.39%
Blackstone Technology Group CA$13.1M · 0.45%
Ccof, Inc. CA$13.0M · 0.35%
Exadel, Inc. CA$12.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953970923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.