Plan Ledger DOL Form 5500 · updated monthly

Gavin de Becker & Associates, L.P401(k)

GAVIN DE BECKER & ASSOCIATES, L.P 401(K) PLAN · STUDIO CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Gavin de Becker & Associates, L.P reported $90,792 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $433 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 0.25% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,365th-largest of 9,483 plans among California employers on file, and the 403rd of 2,534 in administrative & support services. In 2024, employees put in $11.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,289,188
Participants with balances722
Active participants622
Employer contributions$269,541
Employee contributions$3,150,740
Employer contribution per active participant$433
Average account balance$48,877
Benefits paid to participants$4,169,087
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 722 accts · $270K emplr
2023$31.6M · 683 accts · $267K emplr
2022$26.6M · 729 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,902
Investment management$65,965
Audit (IQPA)$10,925
Total administrative$90,792
The Gavin de Becker & Associates, L.P 401(k) match · 2024
Employer contribution per active participant$433
Median for plans this size$2,416
2024$433 per active participant
2023$475 per active participant
2022$484 per active participant

Gavin de Becker & Associates, L.P's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$39,044
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$26,921
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,902
HOLTHOUSE CARLIN& VAN TRIGT LLP · Accounting / audit$10,925

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$90,792 · 0.27%
2023$73,094 · 0.25%
2022$72,929 · 0.25%
Same employer
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Eplica, Inc. CA$35.9M · 0.21%
HUDDL3 Group CA$35.9M · 0.36%
24 7.AI, Inc. CA$35.3M · 0.28%
Medpoint Management, Inc. CA$34.9M · 0.41%
Rfi Enterprises, Inc. CA$34.8M · 0.32%
Kimberlite Corporation CA$34.8M · 0.01%
Travcorp USA, Inc. CA$33.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954609845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.