Plan Ledger DOL Form 5500 · updated monthly

Knox Attorney Service, Inc.401(k)

KNOX ATTORNEY SERVICE, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Knox Attorney Service, Inc. reported $27,695 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $62 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 rose from 0.88% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,814th of 9,483), and 10,514th of 11,654 in professional & technical services. In 2024, employees put in $34.63 for every $1.00 the employer contributed; active participation has shrunk from 115 to 85 since 2022.

Plan summary
Net assets, end of year$3,067,027
Participants with balances80
Active participants85
Employer contributions$5,265
Employee contributions$182,346
Employer contribution per active participant$62
Average account balance$38,338
Benefits paid to participants$242,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 80 accts · $5K emplr
2023$2.9M · 124 accts · $5K emplr
2022$2.4M · 117 accts · $5K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,695
Total administrative$27,695
The Knox Attorney Service, Inc. 401(k) match · 2024
Employer contribution per active participant$62
Median for plans this size$1,313
2024$62 per active participant
2023$55 per active participant
2022$42 per active participant

Knox Attorney Service, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
MMA SECURITIES LLC · Investment advisory (plan)$14,723
PREMIER PLAN CONSULTANTS INC · Contract administrator$3,547
EMPOWER ADVISORY GROUP, LLC · Investment management$1,781

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$27,695 · 0.94%
2023$23,307 · 0.90%
2022$23,717 · 0.88%
Similar plansProfessional & Technical Services · California
Turner Techtronics, Inc. CA$3.2M · 0.92%
Bet Tzedek CA$3.2M · 0.64%
314E Corporation CA$3.1M · 0.56%
Sports Academy LLC CA$3.0M · 1.49%
Eos Resourcing Inc CA$3.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953057541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.