Plan Ledger DOL Form 5500 · updated monthly

Hagens Berman Sobol Shapiro LLP401(k)

HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.36%

Hagens Berman Sobol Shapiro LLP reported $99,621 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. 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 0.28% to 0.36%. 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 526th-largest of 1,714 plans among Washington employers on file, and the 4,147th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$30,283,828
Participants with balances189
Active participants140
Employer contributions—
Employee contributions$2,502,945
Employer contribution per active participant—
Average account balance$160,232
Benefits paid to participants$673,905
Plan auditUnmodified (clean) audit opinion
AuditorSWEENEY CONRAD,P.S
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 189 accts
2023$25.1M · 188 accts
2022$21.1M · 181 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,687
Investment management$77,734
Audit (IQPA)$10,000
Total administrative$99,621
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 · 20245
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$56,738
SWEENEY CONARD P.S. · Accounting / audit$15,000
EVERGREEN GAVEKAL · Investment advisory (participants)$7,004
INTEGRATED ADVISORS NETWORK LL · Investment advisory (participants)$5,976
CHARLES SCHWAB & CO., INC. · Securities brokerage$204

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$99,621 · 0.36%
2023$71,610 · 0.31%
2022$64,992 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Washington
Sigma Design Inc. WA$31.7M · 0.01%
Promethean, Inc. WA$31.0M · 0.51%
Inrix, Inc. WA$30.4M · 0.00%
Larson Gross P.L.L.C. WA$30.2M · 0.26%
Integrus Architecture, P.S. WA$29.7M · 0.35%
Mahlum Architects, Inc. WA$29.3M · 0.20%
Pushpay USA, Inc. WA$29.0M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912017394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.