Plan Ledger DOL Form 5500 · updated monthly

Laughlin, Falbo, Levy & Moresi, LLP401(k)

LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

Laughlin, Falbo, Levy & Moresi, LLP reported $116,397 in plan administrative expenses for 2024: 0.42% 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 rose from 0.26% to 0.42%. 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 2,716th-largest of 9,483 plans among California employers on file, and the 4,241st of 11,654 in professional & technical services. active participation has grown from 181 to 205 since 2022.

Plan summary
Net assets, end of year$29,374,655
Participants with balances280
Active participants205
Employer contributions—
Employee contributions$1,318,862
Employer contribution per active participant—
Average account balance$104,909
Benefits paid to participants$2,135,937
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.4M · 280 accts
2023$26.2M · 272 accts
2022$24.6M · 287 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,676
Investment management$10,271
Total administrative$116,397
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
MARCUM LLP · Investment advisory (participants)$37,440
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$10,271
NFP RETIREMENT INCindirect comp

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$116,397 · 0.42%
2023$64,772 · 0.25%
2022$74,751 · 0.26%
All plans at this employer2
LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN401(k)
LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING PLANProfit-sharing plan
Same employer
Similar plansProfessional & Technical Services · California
Resolution Economics, LLC CA$29.5M · 0.32%
Dna Twopointo, Inc., CA$29.5M · 0.04%
Nio USA, Inc. CA$29.4M · 0.11%
Dmg Corporation CA$29.4M · 0.20%
Servicemax, Inc. CA$29.3M · 0.29%
Contrast Security, Inc. CA$29.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942950919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.