Plan Ledger DOL Form 5500 · updated monthly

Jeffer Mangels Butler & Mitchell LLP401(k)

JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Jeffer Mangels Butler & Mitchell LLP reported $135,244 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $15,975 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 0.15% to 0.09%. 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 695th-largest of 9,483 plans among California employers on file, and the 1,033rd of 11,654 in professional & technical services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves; active participation has grown from 146 to 180 since 2022.

Plan summary
Net assets, end of year$150,621,469
Participants with balances227
Active participants180
Employer contributions$2,875,555
Employee contributions$2,241,573
Employer contribution per active participant$15,975
Average account balance$663,531
Benefits paid to participants$9,075,412
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGHT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$150.6M · 227 accts · $2.9M emplr
2023$135.0M · 182 accts · $2.8M emplr
2022$120.2M · 215 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,189
Investment management$81,055
Total administrative$135,244
The Jeffer Mangels Butler & Mitchell LLP 401(k) match · 2024
Employer contribution per active participant$15,975
Median for plans this size$3,635
2024$15,975 per active participant
2023$17,078 per active participant
2022$17,644 per active participant

Jeffer Mangels Butler & Mitchell 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 · 20245
GRAYSTONE CONSULTING · Consulting$81,055
LINCOLN NATIONAL CORPORATION · Contract administrator$54,189
TWIN PEAKS WEALTH ADVISORS LLC · Investment advisory (participants)$6,078
FERGUSON WELLMAN CAPITAL MANAGEMENT · Investment advisory (participants)$513
CHARLES SCHWAB & CO., INC. · Insurance broker$161

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$135,244 · 0.09%
2023$195,003 · 0.15%
2022$198,073 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Globallogic Inc. CA$154.7M · 0.05%
Appfolio, Inc. CA$152.9M · 0.15%
Bpm LLP CA$152.1M · 0.04%
Bkf Engineers CA$149.8M · 0.01%
Willdan Group, Inc. CA$148.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953669194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.