Plan Ledger DOL Form 5500 · updated monthly

Hanna, Brophy, Maclean, McAleer401(k)

HANNA, BROPHY 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Hanna, Brophy, Maclean, McAleer reported $77,911 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $7,924 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 0.20% to 0.23%. 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 2,323rd-largest of 9,483 plans among California employers on file, and the 3,599th of 11,654 in professional & technical services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$36,010,116
Participants with balances655
Active participants255
Employer contributions$2,020,624
Employee contributions$1,857,381
Employer contribution per active participant$7,924
Average account balance$54,977
Benefits paid to participants$3,750,824
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 655 accts · $2.0M emplr
2023$31.8M · 597 accts · $1.9M emplr
2022$25.0M · 514 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,331
Investment management$69,580
Total administrative$77,911
The Hanna, Brophy, Maclean, McAleer 401(k) match · 2024
Employer contribution per active participant$7,924
Median for plans this size$2,416
2024$7,924 per active participant
2023$7,638 per active participant
2022$8,173 per active participant

Hanna, Brophy, Maclean, McAleer'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
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$67,047
ADP, INC. · Loan processing · Recordkeeping$8,480
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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Administrative cost history3
2024$77,911 · 0.23%
2023$59,031 · 0.21%
2022$52,118 · 0.20%
Similar plansProfessional & Technical Services · California
Preferred Travel Group CA$36.1M · 0.00%
Qvest.Us, LLC CA$36.0M · 0.03%
Robinson Mills & Williams CA$36.0M · 0.01%
Pubrec, LLC CA$35.9M · 0.21%
Meridianlink, Inc. CA$35.8M · 0.36%
Zazzle, Inc. CA$35.7M · 0.36%
Apercen Partners LLC CA$35.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942709617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.