Plan Ledger DOL Form 5500 · updated monthly

Farella Braun and Martel LLP401(k)

FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Farella Braun and Martel LLP reported $90,487 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,726 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 fell from 0.05% to 0.04%. 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 494th-largest of 9,483 plans among California employers on file, and the 690th of 11,654 in professional & technical services. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$237,339,258
Participants with balances214
Active participants164
Employer contributions$3,891,016
Employee contributions$3,384,989
Employer contribution per active participant$23,726
Average account balance$1,109,062
Benefits paid to participants$21,792,612
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$237.3M · 214 accts · $3.9M emplr
2023$222.5M · 227 accts · $3.8M emplr
2022$198.7M · 228 accts · $3.7M emplr
The Farella Braun and Martel LLP 401(k) match · 2024
Employer contribution per active participant$23,726
Median for plans this size$3,635
2024$23,726 per active participant
2023$21,161 per active participant
2022$20,430 per active participant

Farella Braun and Martel 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 · 20245
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$28,442
HIGHTOWER ADVISORS LLC$39,638
USB FINANCIAL SERVICES, INC. · Investment advisory (plan)$35,793
VANGUARD ADVISERS INC. · Investment advisory (participants)$26,354
TORTOISE INVESTMENT MANAGEMENT$8,858

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$90,487 · 0.04%
2023$99,160 · 0.05%
2022$110,482 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Unity Technologies CA$247.2M · 0.04%
Samsara Inc. CA$240.1M · 0.04%
Cloudera, Inc. CA$235.1M · 0.03%
Confluent, Inc CA$233.5M · 0.03%
Moffatt & Nichol CA$230.4M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941527242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.