Plan Ledger DOL Form 5500 · updated monthly

Esherick Homsey Dodge and Davis, Architects401(k)

ESHERICK HOMSEY DODGE & DAVIS 401(K) SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Esherick Homsey Dodge and Davis, Architects reported $54,966 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $5,111 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 1 year on file its reported administrative ratio rose from 0.22% to 0.23%. 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 3,072nd-largest of 9,483 plans among California employers on file, and the 4,715th of 11,654 in professional & technical services. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,286,133
Participants with balances116
Active participants64
Employer contributions$327,120
Employee contributions$888,137
Employer contribution per active participant$5,111
Average account balance$217,984
Benefits paid to participants$1,305,743
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS, CPAS, INC.
Plan history2
Yearassets · accounts · employer contribution
2024$25.3M · 116 accts · $327K emplr
2023$21.9M · 126 accts · $549K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,966
Total administrative$54,966
The Esherick Homsey Dodge and Davis, Architects 401(k) match · 2024
Employer contribution per active participant$5,111
Median for plans this size$2,416
2024$5,111 per active participant
2023$6,864 per active participant

Esherick Homsey Dodge and Davis, Architects'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$54,965
CONCURRENT INVESTMENT ADVISORS, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history2
2024$54,966 · 0.23%
2023$44,414 · 0.22%
Similar plansProfessional & Technical Services · California
Planisware USA, Inc. CA$25.6M · 0.38%
Vaxcyte, Inc. CA$25.5M · 0.50%
Succession Capital, Inc. CA$25.4M · 0.77%
Abzena San Diego Inc. CA$25.2M · 0.53%
Aviatrix Systems, Inc. CA$25.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941595317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.