Plan Ledger DOL Form 5500 · updated monthly

Law Foundation of Silicon Valley401(k)

LAW FOUNDATION OF SILICON VALLEY 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Law Foundation of Silicon Valley reported $11,501 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $991 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 0.45% to 0.15%. 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 (5,956th of 9,483), and 8,608th of 11,654 in professional & technical services. In 2024, employees put in $3.46 for every $1.00 the employer contributed; active participation has shrunk from 85 to 73 since 2022.

Plan summary
Net assets, end of year$8,199,957
Participants with balances119
Active participants73
Employer contributions$72,358
Employee contributions$250,617
Employer contribution per active participant$991
Average account balance$68,907
Benefits paid to participants$46,985
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 119 accts · $72K emplr
2023$7.3M · 123 accts · $131K emplr
2022$6.0M · 117 accts · $124K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,501
Total administrative$11,501
The Law Foundation of Silicon Valley 401(k) match · 2024
Employer contribution per active participant$991
Median for plans this size$1,313
2024$991 per active participant
2023$1,642 per active participant
2022$1,454 per active participant

Law Foundation of Silicon Valley's 2024 employer contribution ran below the $1,313 median for plans its size. 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
NEWFRONT RETIREMENT SERVICES, INC. · Investment advisory (plan)$9,008

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$11,501 · 0.15%
2023$19,680 · 0.30%
2022$24,918 · 0.45%
Similar plansProfessional & Technical Services · California
Petrol Advertising, Inc. CA$8.3M · 0.28%
Solo W-2, Inc. CA$8.2M · 0.30%
H.R. Options, Inc. CA$8.2M · 0.22%
4C Holdings, Inc. CA$8.1M · 0.18%
Snorkel Ai, Inc. CA$8.1M · 0.36%
Inflammatix, Inc. CA$8.1M · 0.15%
Discopylabs CA$8.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521014754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.