Plan Ledger DOL Form 5500 · updated monthly

Grand View Administrative Serv401(k)

GRAND VIEW ADMINISTRATIVE SERV 401(K) PROFIT SHARING PLAN & TRUST · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
1.33%

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

Grand View Administrative Serv reported $71,464 in plan administrative expenses for 2025: 1.33% of average plan assets, higher than ~90% 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.

Across the 3 years on file its reported administrative ratio fell from 2.01% to 1.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,711th of 9,483), and 9,440th of 11,654 in professional & technical services. active participation has grown from 590 to 747 since 2022.

Plan summary
Net assets, end of year$5,900,588
Participants with balances1,167
Active participants747
Employer contributions$0
Employee contributions$853,620
Employer contribution per active participant$0
Average account balance$5,056
Benefits paid to participants$569,318
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK, CPA
Plan history4
Yearassets · accounts · employer contribution
2025$5.9M · 1,167 accts
2024$4.9M · 1,055 accts
2023$4.7M · 995 accts
2022$3.9M · 596 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$54,789
Investment management$15,815
Trustee / custodial$860
Total administrative$71,464
The Grand View Administrative Serv 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$1,464

Grand View Administrative Serv's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PAYCHEX, INC. · Recordkeeping$31,430
TRILOGY CAPITAL, INC. · Investment advisory (participants)$14,828
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$5,050

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

Recordkeeper by year3
2025Paychex
2024Paychex
2023Paychex

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

Administrative cost history4
2025$71,464 · 1.33%
2024$61,870 · 1.30%
2023$39,746 · 0.92%
2022$91,246 · 2.01%
Similar plansProfessional & Technical Services · California
Tally Technologies, Inc. CA$5.9M · 0.13%
Varmour Networks, Inc. CA$5.9M · 0.38%
Chemocentryx Inc CA$5.8M · 0.45%
Epic Sciences, Inc. CA$5.8M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471730796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.