Plan Ledger DOL Form 5500 · updated monthly

Haskell & White, LLP401(k)

HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Haskell & White, LLP reported $39,508 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,433 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 1 year on file its reported administrative ratio fell from 0.22% to 0.20%. 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 3,442nd-largest of 9,483 plans among California employers on file, and the 5,269th of 11,654 in professional & technical services. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,634,861
Participants with balances149
Active participants112
Employer contributions$384,500
Employee contributions$1,107,265
Employer contribution per active participant$3,433
Average account balance$145,200
Benefits paid to participants$390,956
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$21.6M · 149 accts · $385K emplr
2023$17.9M · 130 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,508
Investment management$25,000
Total administrative$39,508
The Haskell & White, LLP 401(k) match · 2024
Employer contribution per active participant$3,433
Median for plans this size$2,416
2024$3,433 per active participant
2023$3,765 per active participant

Haskell & White, LLP's 2024 employer contribution ran above the $2,416 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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$25,000

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

Administrative cost history2
2024$39,508 · 0.20%
2023$36,583 · 0.22%
Similar plansProfessional & Technical Services · California
Tigerconnect, Inc. CA$21.7M · 0.15%
Virta Health Corp. CA$21.7M · 0.01%
Wright, Finlay & Zak, LLP CA$21.7M · 0.34%
8MINUTE Solar Energy LLC CA$21.6M · 0.02%
Bassenian Lagoni CA$21.5M · 0.28%
Protrials Research, Inc. CA$21.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330310569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.