Plan Ledger DOL Form 5500 · updated monthly

Hopkins & Carley, a Law Corporation401(k)

HOPKINS & CARLEY 401(K)PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Hopkins & Carley, a Law Corporation reported $191,903 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $23,277 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 fell from 0.30% to 0.25%. 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 1,213th-largest of 9,483 plans among California employers on file, and the 1,853rd of 11,654 in professional & technical services. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves; active participation has shrunk from 134 to 101 since 2022.

Plan summary
Net assets, end of year$78,482,270
Participants with balances184
Active participants101
Employer contributions$2,351,012
Employee contributions$1,959,361
Employer contribution per active participant$23,277
Average account balance$426,534
Benefits paid to participants$10,779,605
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$78.5M · 184 accts · $2.4M emplr
2023$74.2M · 194 accts · $2.3M emplr
2022$63.4M · 192 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$975
Investment management$190,928
Total administrative$191,903
The Hopkins & Carley, a Law Corporation 401(k) match · 2024
Employer contribution per active participant$23,277
Median for plans this size$3,635
2024$23,277 per active participant
2023$16,966 per active participant
2022$13,136 per active participant

Hopkins & Carley, a Law Corporation'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 · 20245
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$5,380
FIRST REPUBLIC INVESTMENT · Investment management$152,493
BAILARD INC · Investment advisory (participants)$17,192
KCM INVESTMENT ADVISORS LLC · Investment advisory (participants)$10,595
CHARLES SCHWAB & CO., INC · Securities brokerage$400

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 history4
2025Not separately reported
2024$191,903 · 0.25%
2023$213,625 · 0.31%
2022$216,275 · 0.30%
Same employer
Similar plansProfessional & Technical Services · California
Ata Engineering, Inc. CA$80.0M · 0.06%
Best Best & Krieger LLP CA$79.7M · 0.22%
Lpa, Inc. CA$79.5M · 0.23%
Komodo Health, Inc. CA$78.2M · 0.13%
Delinea Inc. CA$78.2M · 0.20%
Engeo Incorporated CA$77.8M · 0.07%
Lsa Associates, Inc. CA$77.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942156511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.