Plan Ledger DOL Form 5500 · updated monthly

Knobbe Martens Olson & Bear, LLP401(k)

KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Knobbe Martens Olson & Bear, LLP reported $240,772 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $9,474 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 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 353rd-largest of 9,483 plans among California employers on file, and the 477th of 11,654 in professional & technical services. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$363,385,774
Participants with balances941
Active participants676
Employer contributions$6,404,132
Employee contributions$8,404,665
Employer contribution per active participant$9,474
Average account balance$386,170
Benefits paid to participants$23,260,688
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$363.4M · 941 accts · $6.4M emplr
2023$318.7M · 952 accts · $5.7M emplr
2022$269.4M · 920 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,449
Investment management$159,323
Total administrative$240,772
The Knobbe Martens Olson & Bear, LLP 401(k) match · 2024
Employer contribution per active participant$9,474
Median for plans this size$4,294
2024$9,474 per active participant
2023$8,280 per active participant
2022$8,027 per active participant

Knobbe Martens Olson & Bear, LLP's 2024 employer contribution ran above the $4,294 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 · 20249
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$86,100
BFSG LLC · Investment management$50,000
KRAVITZ INC · Investment management$22,362
TOWNSQUARE CAPITAL LLC · Investment advisory (participants)$18,602
PURE FINANCIAL ADVISORS LLC · Investment advisory (participants)$18,077
AXXCESS WEALTH MANAGEMENT LLC · Investment advisory (participants)$15,441
EQUITA FINANCIAL NETWORK INC · Investment advisory (participants)$12,760
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$9,359
CHARLES SCHWAB & CO., INC. · Securities brokerage$3,430

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$240,772 · 0.07%
2023$208,967 · 0.07%
2022$249,288 · 0.08%
Same employer
Similar plansProfessional & Technical Services · California
Nutanix, Inc. CA$412.4M · 0.01%
Align Technology, Inc. CA$411.7M · 0.11%
Lyft, Inc. CA$375.3M · 0.12%
Armanino LLP CA$347.4M · 0.11%
Procore Technologies, Inc. CA$345.2M · 0.07%
Zscaler, Inc. CA$340.6M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953605138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.