Plan Ledger DOL Form 5500 · updated monthly

Keker, van Nest & Peters LLP401(k)

KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Keker, van Nest & Peters LLP reported $275,605 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $23,116 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 0.27% to 0.24%. 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 873rd-largest of 9,483 plans among California employers on file, and the 1,290th of 11,654 in professional & technical services. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves; active participation has grown from 126 to 144 since 2022.

Plan summary
Net assets, end of year$118,470,971
Participants with balances196
Active participants144
Employer contributions$3,328,704
Employee contributions$2,558,924
Employer contribution per active participant$23,116
Average account balance$604,444
Benefits paid to participants$19,565,599
Plan auditUnmodified (clean) audit opinion
AuditorCOMYNS, SMITH, MCCLEARY & DEAVERLLP
Plan history3
Yearassets · accounts · employer contribution
2024$118.5M · 196 accts · $3.3M emplr
2023$106.9M · 178 accts · $2.6M emplr
2022$92.0M · 164 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,093
Investment management$244,301
Trustee / custodial$16,123
Total administrative$275,605
The Keker, van Nest & Peters LLP 401(k) match · 2024
Employer contribution per active participant$23,116
Median for plans this size$3,635
2024$23,116 per active participant
2023$18,903 per active participant
2022$18,515 per active participant

Keker, van Nest & Peters 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 · 20246
MILLIMAN, INC. · Recordkeeping · Pension consulting$15,093
CERITY PARTNERS LLC$117,215
MARIN FINANCIAL ADVISORS · Investment advisory (plan) · Investment management$103,934
LAIRD NORTON WEATHERBY WEALTH MGMT$23,152
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$16,123
CHARLES SCHWAB & CO., INC. · Custodial (securities)$2,260

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$275,605 · 0.24%
2023$277,067 · 0.28%
2022$277,501 · 0.27%
Same employer
Similar plansProfessional & Technical Services · California
Degenkolb Engineers CA$123.1M · 0.11%
Mindbody, Inc. CA$122.8M · 0.21%
Nossaman LLP CA$120.0M · 0.09%
Rubin Postaer and Associates CA$118.0M · 0.17%
Nerdwallet, Inc. CA$115.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942789810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.