Plan Ledger DOL Form 5500 · updated monthly

Gordon Rees Scully Mansukhani, LLP401(k)

GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Gordon Rees Scully Mansukhani, LLP reported $230,744 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,903 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 0.05% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 291st-largest of 9,483 plans among California employers on file, and the 392nd of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 2,050 to 2,831 since 2022.

Plan summary
Net assets, end of year$449,526,528
Participants with balances2,383
Active participants2,831
Employer contributions$11,049,039
Employee contributions$21,517,142
Employer contribution per active participant$3,903
Average account balance$188,639
Benefits paid to participants$38,992,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$449.5M · 2,383 accts · $11.0M emplr
2023$384.7M · 2,103 accts · $7.4M emplr
2022$319.7M · 1,914 accts · $7.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,049
Investment management$184,695
Audit (IQPA)$23,000
Total administrative$230,744
The Gordon Rees Scully Mansukhani, LLP 401(k) match · 2024
Employer contribution per active participant$3,903
Median for plans this size$4,294
2024$3,903 per active participant
2023$3,019 per active participant
2022$3,844 per active participant

Gordon Rees Scully Mansukhani, LLP's 2024 employer contribution ran below the $4,294 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 · 20248
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$99,564
ASPIRIANT LLC · Investment advisory (participants)$36,070
GLOBAL RETIREMENT PARTNERS LLC · Investment management$28,000
MOSS ADAMS LLP · Accounting / audit$23,000
PARALLEL ADVISORS LLC · Investment advisory (participants)$17,545
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$7,942
MARIN WEALTH ADVISORS LLC · Investment advisory (participants)$5,345
CHARLES SCHWAB & CO.,INC · Securities brokerage$2,733

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$230,744 · 0.06%
2023$183,791 · 0.05%
2022$154,782 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Korn Ferry CA$478.2M · 0.17%
Ghd Inc. CA$476.8M
NV5, Inc. CA$464.3M · 0.12%
Veeva Systems Inc. CA$460.9M · 0.04%
Proofpoint, Inc CA$438.2M
Loeb & Loeb LLP CA$438.1M · 0.07%
Coherent Corp. CA$435.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941617026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.