Plan Ledger DOL Form 5500 · updated monthly

Keller Rohrback LLP401(k)

KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Keller Rohrback LLP reported $95,211 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $18,217 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 3 years on file its reported administrative ratio has held roughly steady near 0.12%. 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 209th-largest of 1,714 plans among Washington employers on file, and the 1,726th of 11,654 in professional & technical services. In 2024, the employer put in $1.58 for every $1.00 employees contributed themselves; active participation has grown from 132 to 168 since 2022.

Plan summary
Net assets, end of year$86,524,118
Participants with balances204
Active participants168
Employer contributions$3,060,536
Employee contributions$1,940,001
Employer contribution per active participant$18,217
Average account balance$424,138
Benefits paid to participants$1,996,966
Plan auditUnmodified (clean) audit opinion
AuditorSMITH BUNDAY BERMAN BRITTON, PS
Plan history3
Yearassets · accounts · employer contribution
2024$86.5M · 204 accts · $3.1M emplr
2023$70.3M · 181 accts · $3.0M emplr
2022$60.5M · 183 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,240
Investment management$64,889
Trustee / custodial$19,082
Total administrative$95,211
The Keller Rohrback LLP 401(k) match · 2024
Employer contribution per active participant$18,217
Median for plans this size$3,635
2024$18,217 per active participant
2023$22,072 per active participant
2022$22,727 per active participant

Keller Rohrback 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
NORTHWEST PLAN SERVICES, INC. · Recordkeeping · Participant communication$11,240
MORGAN STANLEY WEALTH MANAGEMENT · Custodial (securities) · Investment advisory (participants)$29,105
HALBERT HARGROVE GLOBAL ADVISORS LL · Custodial (securities) · Investment advisory (participants)$24,425
CHARLES SCHWAB TRUST BANK · Investment advisory (participants) · Securities brokerage$19,082
MARIN FINANCIAL ADVISORS LLC · Custodial (securities) · Investment advisory (participants)$11,205

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$95,211 · 0.12%
2023$84,653 · 0.13%
2022$86,640 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Washington
Terrapower, LLC WA$96.7M · 0.00%
William H. Gates III WA$92.2M · 0.08%
Geoengineers, Inc. WA$89.2M · 0.07%
Apptio, Inc. WA$80.4M · 0.24%
Delve Holdings, Inc. WA$79.4M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 910563405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.