Plan Ledger DOL Form 5500 · updated monthly

Lionakis401(k)

LIONAKIS 401K PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Lionakis reported $164,822 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,290 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. 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 1,832nd-largest of 9,483 plans among California employers on file, and the 2,863rd of 11,654 in professional & technical services. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has grown from 163 to 190 since 2022.

Plan summary
Net assets, end of year$47,768,609
Participants with balances284
Active participants190
Employer contributions$815,165
Employee contributions$2,067,527
Employer contribution per active participant$4,290
Average account balance$168,199
Benefits paid to participants$4,969,437
Plan auditUnmodified (clean) audit opinion
AuditorMUN CPA'S, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$47.8M · 284 accts · $815K emplr
2023$44.9M · 281 accts · $786K emplr
2022$37.8M · 264 accts · $679K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,956
Investment management$106,866
Total administrative$164,822
The Lionakis 401(k) match · 2024
Employer contribution per active participant$4,290
Median for plans this size$2,416
2024$4,290 per active participant
2023$4,317 per active participant
2022$4,164 per active participant

Lionakis'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
MORGAN STANLEY · Investment advisory (plan)$94,309
EMPOWER ADVISORY GROUP, LLC · Investment management$12,557

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$164,822 · 0.36%
2023$152,198 · 0.37%
2022$142,798 · 0.34%
Same employer
Similar plansProfessional & Technical Services · California
Openx Technologies, Inc. CA$48.6M · 0.07%
Arlo Technologies, Inc. CA$48.4M · 0.14%
Turo Inc. CA$47.8M · 0.09%
Maron & Sandler, PC CA$47.7M · 0.01%
Sensiba LLP CA$47.6M · 0.07%
Geocon, Incorporated CA$47.6M · 0.24%
Invoca, Inc. CA$47.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680397596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.