Plan Ledger DOL Form 5500 · updated monthly

Ford, Walker, Haggerty & Behar, LLP401(k)

FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ford, Walker, Haggerty & Behar, LLP reported $80,185 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,228 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 0.26% to 0.25%. 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 2,385th-largest of 9,483 plans among California employers on file, and the 3,690th of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 127 to 150 since 2022.

Plan summary
Net assets, end of year$34,897,745
Participants with balances177
Active participants150
Employer contributions$784,219
Employee contributions$1,039,975
Employer contribution per active participant$5,228
Average account balance$197,162
Benefits paid to participants$951,047
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 177 accts · $784K emplr
2023$30.3M · 162 accts · $617K emplr
2022$27.8M · 157 accts · $540K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,308
Investment management$18,877
Total administrative$80,185
The Ford, Walker, Haggerty & Behar, LLP 401(k) match · 2024
Employer contribution per active participant$5,228
Median for plans this size$2,416
2024$5,228 per active participant
2023$4,313 per active participant
2022$4,254 per active participant

Ford, Walker, Haggerty & Behar, 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
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$61,308
MG TRUST COMPANY DBA MATRIX TRUST C · Recordkeeping · Consultingindirect comp
WEST OAK CAPITAL · Investment advisory (participants)$18,877

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

Recordkeeper by year2
2024MG TRUST COMPANY DBA MATRIX TRUST C, OneAmerica
2023MG TRUST COMPANY DBA MATRIX TRUST C, OneAmerica

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

Administrative cost history3
2024$80,185 · 0.25%
2023$75,566 · 0.26%
2022$82,708 · 0.26%
Same employer
Similar plansProfessional & Technical Services · California
Governmentjobs.com, Inc. CA$34.9M · 0.57%
Personalis, Inc. CA$34.5M · 0.06%
Saama Technologies, LLC CA$34.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330485182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.