Plan Ledger DOL Form 5500 · updated monthly

Fehr & Peers401(k)

FEHR & PEERS 401(K) PROFIT SHARING PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Fehr & Peers reported $69,855 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,029 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 0.08%. 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 1,046th-largest of 9,483 plans among California employers on file, and the 1,588th of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 318 to 385 since 2022.

Plan summary
Net assets, end of year$95,406,689
Participants with balances472
Active participants385
Employer contributions$1,936,130
Employee contributions$4,399,125
Employer contribution per active participant$5,029
Average account balance$202,133
Benefits paid to participants$3,767,476
Plan auditUnmodified (clean) audit opinion
AuditorPATRICK KENDRICK GIBSON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$95.4M · 472 accts · $1.9M emplr
2023$80.8M · 457 accts · $1.5M emplr
2022$65.8M · 428 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,105
Audit (IQPA)$11,250
Total administrative$69,855
The Fehr & Peers 401(k) match · 2024
Employer contribution per active participant$5,029
Median for plans this size$3,635
2024$5,029 per active participant
2023$4,264 per active participant
2022$4,464 per active participant

Fehr & Peers's 2024 employer contribution ran above the $3,635 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
NWK GROUP INC$48,500
PATRICK BUZARELLOS KENDRICK LLP · Accounting / audit$11,250

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$69,855 · 0.08%
2023$66,607 · 0.09%
2022$8,480 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
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%
Hillspire, LLC CA$94.1M · 0.13%
Legalzoom.com, Inc. CA$93.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680065540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.