Plan Ledger DOL Form 5500 · updated monthly

Frazer, LLP401(k)

FRAZER, LLP PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

Frazer, LLP reported $310,001 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,451 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 1.32% to 1.39%. 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 3,200th-largest of 9,483 plans among California employers on file, and the 4,902nd of 11,654 in professional & technical services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$23,987,156
Participants with balances111
Active participants65
Employer contributions$549,339
Employee contributions$533,433
Employer contribution per active participant$8,451
Average account balance$216,101
Benefits paid to participants$359,627
Plan auditUnmodified (clean) audit opinion
AuditorLYNN JANZEN
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 111 accts · $549K emplr
2023$20.6M · 123 accts · $562K emplr
2022$17.2M · 116 accts · $436K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$278,433
Investment management$6,218
Total administrative$310,001
The Frazer, LLP 401(k) match · 2024
Employer contribution per active participant$8,451
Median for plans this size$2,416
2024$8,451 per active participant
2023$8,262 per active participant
2022$6,921 per active participant

Frazer, 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
LYNN JANZEN, CPA · Accounting / audit$13,125
WILSHIRE ASSOCIATES, INC · Investment advisory (participants)$6,218

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$310,001 · 1.39%
2023$257,163 · 1.36%
2022$255,625 · 1.32%
Similar plansProfessional & Technical Services · California
Forsta Worldwide, Inc. CA$24.2M · 0.48%
Freshworks Inc. CA$24.2M · 0.22%
New Directions Technologies CA$24.1M · 0.23%
Testan Law Apc CA$23.9M · 0.38%
Infostretch Corporation CA$23.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954108809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.