What are the fees in the Jeremiah Phillips, LLC. 401(k) plan?

For plan year 2022, Jeremiah Phillips, LLC. reported $1,714 in plan administrative expenses, or 0.38% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Jeremiah Phillips, LLC. 401(k)?

The average participant account balance was $11,856 for plan year 2022, based on 40 accounts.

Jeremiah Phillips, LLC.401(k)

Name: Jeremiah Phillips, LLC. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

JEREMIAH PHILLIPS, LLC. 401(K) PLAN · BURLINGAME, CA · plan year 2022

Reported admin expense ratio · 2022

0.38%

Jeremiah Phillips, LLC. reported $1,714 in plan administrative expenses for 2022: 0.38% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (9,095th of 9,483), and 2,436th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$474,240
Participants with balances40
Active participants141
Employer contributions—
Employee contributions$115,527
Employer contribution per active participant—
Average account balance$11,856
Benefits paid to participants$2,093
Plan auditUnmodified (clean) audit opinion
AuditorLATROPETROVA & PEARSON CPA'S

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$1,714 · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811941878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.