Plan Ledger DOL Form 5500 · updated monthly

Lewis Brisbois Bisgaard & Smith LLP401(k)

LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Lewis Brisbois Bisgaard & Smith LLP reported $634,105 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,473 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 0.30% to 0.23%. 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 408th-largest of 9,483 plans among California employers on file, and the 561st of 11,654 in professional & technical services. In 2024, employees put in $6.04 for every $1.00 the employer contributed; active participation has shrunk from 2,910 to 2,617 since 2022.

Plan summary
Net assets, end of year$301,490,112
Participants with balances3,945
Active participants2,617
Employer contributions$3,854,177
Employee contributions$23,271,430
Employer contribution per active participant$1,473
Average account balance$76,423
Benefits paid to participants$29,520,502
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & CO.,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$301.5M · 3,945 accts · $3.9M emplr
2023$257.1M · 3,735 accts · $3.6M emplr
2022$211.9M · 3,701 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,475
Investment management$202,175
Audit (IQPA)$47,250
Trustee / custodial$329,205
Total administrative$634,105
The Lewis Brisbois Bisgaard & Smith LLP 401(k) match · 2024
Employer contribution per active participant$1,473
Median for plans this size$4,294
2024$1,473 per active participant
2023$1,400 per active participant

Lewis Brisbois Bisgaard & Smith LLP's 2024 employer contribution ran below the $4,294 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$329,205
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Investment management$202,175
KRAVITZ, LLC · Pension consulting$55,475
CITRIN COOPERMAN & CO.,LLP · Accounting / audit$47,250

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

Recordkeeper by year2
2024John Hancock, Morgan Stanley
2023John Hancock, Morgan Stanley

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

Administrative cost history3
2024$634,105 · 0.23%
2023$588,345 · 0.25%
2022$689,414 · 0.30%
All plans at this employer2
LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN401(k)
LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · California
Rakuten USA CA$310.5M · 0.10%
Quest Software Inc. CA$299.5M · 0.11%
Elasticsearch, Inc. CA$291.4M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953720522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.