Plan Ledger DOL Form 5500 · updated monthly

Hooper, Lundy & Bookman, P.C.401(k)

HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hooper, Lundy & Bookman, P.C. reported $26,483 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,904 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 0.047% to 0.051%. 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 1,645th-largest of 9,483 plans among California employers on file, and the 2,574th of 11,654 in professional & technical services. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,009,790
Participants with balances129
Active participants95
Employer contributions$750,882
Employee contributions$1,660,890
Employer contribution per active participant$7,904
Average account balance$426,432
Benefits paid to participants$2,519,839
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.0M · 129 accts · $751K emplr
2023$48.5M · 140 accts · $737K emplr
2022$40.4M · 129 accts · $669K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,718
Investment management$2,765
Total administrative$26,483
The Hooper, Lundy & Bookman, P.C. 401(k) match · 2024
Employer contribution per active participant$7,904
Median for plans this size$3,635
2024$7,904 per active participant
2023$7,441 per active participant
2022$7,118 per active participant

Hooper, Lundy & Bookman, P.C.'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 INSTITUTIONAL · Loan processing$23,718

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$26,483 · 0.05%
2023$21,866 · 0.05%
2022$21,149 · 0.05%
Similar plansProfessional & Technical Services · California
A10 Networks, Inc. CA$55.5M · 0.19%
Illumio, Inc. CA$55.4M · 0.04%
Berliner Cohen, LLP CA$54.1M · 0.07%
Neudesic, LLC CA$54.0M · 0.42%
Sigma Defense Systems, LLC CA$53.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954109805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.