Plan Ledger DOL Form 5500 · updated monthly

John Burns Research and Consulting LLC401(k)

JOHN BURNS REAL ESTATE CONSULTING LLC 401K PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

John Burns Research and Consulting LLC reported $1,899 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,019 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 0.04% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,916th-largest of 9,483 plans among California employers on file, and 5,930th of 11,654 in professional & technical services. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 120 to 154 since 2022.

Plan summary
Net assets, end of year$17,929,290
Participants with balances189
Active participants154
Employer contributions$1,696,938
Employee contributions$1,338,647
Employer contribution per active participant$11,019
Average account balance$94,864
Benefits paid to participants$715,288
Plan auditUnmodified (clean) audit opinion
AuditorMETZ CPA,PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 189 accts · $1.7M emplr
2023$13.6M · 151 accts · $423K emplr
2022$10.1M · 140 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,899
Total administrative$1,899
The John Burns Research and Consulting LLC 401(k) match · 2024
Employer contribution per active participant$11,019
Median for plans this size$2,416
2024$11,019 per active participant
2023$3,089 per active participant
2022$11,000 per active participant

John Burns Research and Consulting LLC's 2024 employer contribution ran above the $2,416 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,974
PENSIONMARK FIN GROUP LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,899 · 0.01%
2023$5,415 · 0.05%
2022$3,889 · 0.04%
Same employer
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4LEAF, Inc. CA$18.0M · 0.85%
Hirsch Bedner & Associates CA$17.9M · 0.01%
Gafcon Pm-Cm LLC CA$17.9M · 0.02%
Duarte Communications, Inc. CA$17.9M · 0.63%
Kateeva, Inc CA$17.9M · 0.18%
Pacific Legal Foundation CA$17.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010556156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.