Plan Ledger DOL Form 5500 · updated monthly

Larson Gross P.L.L.C.401(k)

LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST · BELLINGHAM, WA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Larson Gross P.L.L.C. reported $72,862 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $8,216 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 0.29% to 0.26%. 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 528th-largest of 1,714 plans among Washington employers on file, and the 4,158th of 11,654 in professional & technical services. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 138 to 184 since 2022.

Plan summary
Net assets, end of year$30,242,362
Participants with balances245
Active participants184
Employer contributions$1,511,736
Employee contributions$1,623,131
Employer contribution per active participant$8,216
Average account balance$123,438
Benefits paid to participants$1,141,083
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY PC
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $212K emplr
2024$30.2M · 245 accts · $1.5M emplr
2023$25.3M · 229 accts · $1.4M emplr
2022$21.0M · 175 accts · $993K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,241
Investment management$41,200
Trustee / custodial$8,421
Total administrative$72,862
The Larson Gross P.L.L.C. 401(k) match · 2024
Employer contribution per active participant$8,216
Median for plans this size$2,416
2024$8,216 per active participant
2023$8,082 per active participant
2022$7,194 per active participant

Larson Gross P.L.L.C.'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 · 20243
NWPS · Recordkeeping · Participant communication$23,241
HARBOR INVESTMENT MANAGEMENT · Investment advisory (plan) · Investment management$41,200
CHARLES SCHWAB TRUST BANK · Custodial (securities)$8,421

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 history4
2025Not separately reported
2024$72,862 · 0.26%
2023$71,731 · 0.31%
2022$65,598 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Washington
Promethean, Inc. WA$31.0M · 0.51%
Inrix, Inc. WA$30.4M · 0.00%
Integrus Architecture, P.S. WA$29.7M · 0.35%
Mahlum Architects, Inc. WA$29.3M · 0.20%
Pushpay USA, Inc. WA$29.0M · 0.90%
Oac Services WA$28.9M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911663574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.