Plan Ledger DOL Form 5500 · updated monthly

Klein Denatale Goldner Cooper401(k)

KLEIN DENATALE GOLDNER COOPER ROSENLIEB & KIMBALL LLP 401(K) P · BAKERSFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Klein Denatale Goldner Cooper reported $2,932 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,721 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 1 year on file its reported administrative ratio rose from 0.01% to 0.02%. 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 4,526th-largest of 9,483 plans among California employers on file, and 6,775th of 11,654 in professional & technical services. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,182,537
Participants with balances107
Active participants62
Employer contributions$416,671
Employee contributions$742,896
Employer contribution per active participant$6,721
Average account balance$132,547
Benefits paid to participants$2,734,530
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.2M · 107 accts · $417K emplr
2023$13.8M · 106 accts · $427K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,932
Total administrative$2,932
The Klein Denatale Goldner Cooper 401(k) match · 2024
Employer contribution per active participant$6,721
Median for plans this size$2,416
2024$6,721 per active participant
2023$7,008 per active participant

Klein Denatale Goldner Cooper'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
ADP, INC. · Loan processing · Recordkeeping$2,932
ADP BROKER-DEALERindirect 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
2024ADP
2023ADP

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

Administrative cost history2
2024$2,932 · 0.02%
2023$1,310 · 0.01%
Similar plansProfessional & Technical Services · California
Viridos, Inc. CA$14.2M · 0.35%
Screen Engine/Asi LLC CA$14.2M · 0.02%
Cibus US, LLC CA$14.2M · 0.85%
Ayzenberg Group, Inc. CA$14.2M · 0.73%
Aha! Labs Inc. CA$14.1M · 0.01%
Tapjoy, Inc. CA$14.0M · 0.25%
B-Stock Solutions, Inc. CA$14.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952298220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.