Plan Ledger DOL Form 5500 · updated monthly

Holthouse Carlin & van Trigt LLP401(k)

HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Holthouse Carlin & van Trigt LLP reported $3,538 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,129 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 0.003% to 0.004%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 932nd-largest of 9,483 plans among California employers on file, and the 1,396th of 11,654 in professional & technical services. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 210 to 242 since 2022.

Plan summary
Net assets, end of year$108,943,746
Participants with balances279
Active participants242
Employer contributions$3,177,273
Employee contributions$2,978,108
Employer contribution per active participant$13,129
Average account balance$390,479
Benefits paid to participants$1,465,251
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.9M · 279 accts · $3.2M emplr
2023$89.9M · 266 accts · $2.5M emplr
2022$72.1M · 246 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,538
Total administrative$3,538
The Holthouse Carlin & van Trigt LLP 401(k) match · 2024
Employer contribution per active participant$13,129
Median for plans this size$3,635
2024$13,129 per active participant
2023$11,213 per active participant
2022$10,582 per active participant

Holthouse Carlin & van Trigt LLP's 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS · Loan processing$3,538

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

Administrative cost history3
2024$3,538 · 0.00%
2023$1,567 · 0.00%
2022$2,334 · 0.00%
All plans at this employer2
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST401(k)
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II401(k)
Same employer
Similar plansProfessional & Technical Services · California
Via Technologies, Inc. CA$110.2M · 0.02%
Frank, Rimerman + Co. LLP CA$109.1M · 0.12%
Ambry Genetics Corporation CA$109.1M · 0.18%
Wasserman Media Group, LLC CA$107.7M · 0.27%
Realm Idx, Inc. CA$106.2M · 0.20%
Fastly, Inc. CA$106.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954345526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.