Plan Ledger DOL Form 5500 · updated monthly

First Quadrant, LLC401(k)

FIRST QUADRANT, LLC 401(K) PROFIT SHARING PLAN & TRUST · PASADENA, CA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

First Quadrant, LLC reported $24,061 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,492nd-largest of 9,483 plans among California employers on file, and the 2,268th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$33,099,426
Participants with balances81
Active participants32
Employer contributions$0
Employee contributions$748,527
Employer contribution per active participant$0
Average account balance$408,635
Benefits paid to participants$12,276,160
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN AND VAN TRIGT LLP
Administrative expenses, itemized · 2022
Investment management$1,514
Total administrative$24,061
The First Quadrant, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

First Quadrant, LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,061 · 0.06%
Similar plansFinance & Insurance · California
Oak Valley Community Bank CA$33.4M · 0.25%
Hercules Capital, Inc. CA$32.9M · 0.06%
The Change Company Cdfi LLC CA$32.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954562891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.