Plan Ledger DOL Form 5500 · updated monthly

Lieff, Cabraser, Heimann & Bernstein, LLP401(k)

LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Lieff, Cabraser, Heimann & Bernstein, LLP reported $181,235 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $11,190 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 0.00% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 745th-largest of 9,483 plans among California employers on file, and the 1,097th of 11,654 in professional & technical services. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$141,178,289
Participants with balances323
Active participants243
Employer contributions$2,719,088
Employee contributions$3,172,832
Employer contribution per active participant$11,190
Average account balance$437,084
Benefits paid to participants$3,870,454
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$141.2M · 323 accts · $2.7M emplr
2023$120.2M · 324 accts · $2.5M emplr
2022$98.7M · 326 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,929
Investment management$89,306
Total administrative$181,235
The Lieff, Cabraser, Heimann & Bernstein, LLP 401(k) match · 2024
Employer contribution per active participant$11,190
Median for plans this size$3,635
2024$11,190 per active participant
2023$10,558 per active participant
2022$11,130 per active participant

Lieff, Cabraser, Heimann & Bernstein, LLP's 2024 employer contribution ran above the $3,635 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$91,929
DOUBLE BAY MANAGEMENT · Investment advisory (plan)$89,863

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$181,235 · 0.14%
2023$113,029 · 0.10%
2022$4,658 · 0.00%
Same employer
Similar plansProfessional & Technical Services · California
Cohesity, Inc. CA$142.7M · 0.06%
Earthjustice CA$142.5M · 0.01%
Btig, LLC CA$142.2M · 0.18%
Automattic Inc. CA$140.7M · 0.01%
Sonicwall, Inc. CA$140.0M · 0.07%
Ecg Topco Holdings, LLC CA$138.9M · 0.05%
Gusto (Zenpayroll) CA$138.5M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942262492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.