Plan Ledger DOL Form 5500 · updated monthly

Kimball, Tirey & St. John LLP401(k)

KIMBALL, TIREY & ST. JOHN LLP 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

Kimball, Tirey & St. John LLP reported $97,608 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. 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 0.50% to 0.45%. 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 3,241st-largest of 9,483 plans among California employers on file, and the 4,969th of 11,654 in professional & technical services. active participation has grown from 254 to 361 since 2022.

Plan summary
Net assets, end of year$23,546,882
Participants with balances198
Active participants361
Employer contributions—
Employee contributions$1,962,971
Employer contribution per active participant—
Average account balance$118,924
Benefits paid to participants$641,789
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 198 accts
2023$19.7M · 175 accts
2022$16.0M · 168 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,608
Total administrative$97,608
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 · 20241
LINCOLN NATIONAL LIFE INSURANCE · Contract administrator$97,608

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$97,608 · 0.45%
2023$82,499 · 0.46%
2022$88,539 · 0.50%
Same employer
Similar plansProfessional & Technical Services · California
Infostretch Corporation CA$23.8M · 0.23%
Lido Consulting, LLC CA$23.6M · 0.00%
Dyntek, Inc. CA$23.6M · 0.27%
Together Labs CA$23.4M · 0.02%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 330404480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.