Plan Ledger DOL Form 5500 · updated monthly

Littler Mendelson, P.C.401(k)

LITTLER MENDELSON 401(K) PLAN AND TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Littler Mendelson, P.C. reported $925,719 in plan administrative expenses for 2024: 0.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,448 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 0.092%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 127th-largest of 9,483 plans among California employers on file, and the 173rd of 11,654 in professional & technical services. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,087,308,336
Participants with balances3,234
Active participants2,298
Employer contributions$30,902,441
Employee contributions$31,819,743
Employer contribution per active participant$13,448
Average account balance$336,212
Benefits paid to participants$50,824,787
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 3,234 accts · $30.9M emplr
2023$931.9M · 3,181 accts · $28.0M emplr
2022$787.3M · 3,063 accts · $25.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$229,947
Investment management$678,349
Audit (IQPA)$17,423
Total administrative$925,719
The Littler Mendelson, P.C. 401(k) match · 2024
Employer contribution per active participant$13,448
Median for plans this size$5,259
2024$13,448 per active participant
2023$12,472 per active participant
2022$11,940 per active participant

Littler Mendelson, P.C.'s 2024 employer contribution ran above the $5,259 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 · 202412
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$323,524
CAPITAL RESEARCH CONSULTING · Investment management$190,000
CAPITAL MGMT SERVICES INC · Investment advisory (participants)$59,285
DELTA INVESTMENT MANAGEMENT LL · Investment advisory (participants)$45,443
HC ADVISORS LLC · Investment advisory (participants)$34,902
BURR PILGER MAYER INC · Accounting / audit$33,705
NEUBERGER & BERMAN LLC · Investment advisory (participants)$30,426
TOCQUEVILLE ASSET MANAGEMENT L · Investment advisory (participants)$27,709
KRILOGY FINANCIAL LLC · Investment advisory (participants)$25,926
LITMAN GREGORY WEALTH MGMT · Investment advisory (participants)$22,637
LAUREL WEALTH ADVISORS LLC · Investment advisory (participants)$17,013
GHP INVESTMENT ADVISORS INC · Investment advisory (participants)$16,291

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$925,719 · 0.09%
2023$860,250 · 0.10%
2022$791,557 · 0.09%
Same employer
Similar plansProfessional & Technical Services · California
Block, Inc. CA$1.2B · 0.02%
Illumina, Inc. CA$1.1B · 0.04%
Paul Hastings LLP CA$1.1B · 0.09%
Sri International CA$887.1M · 0.04%
O'Melveny & Myers LLP CA$878.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942602731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.