Plan Ledger DOL Form 5500 · updated monthly

Manning & Kass, Ellrod, Ramirez, Trester LLP401(k)

MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Manning & Kass, Ellrod, Ramirez, Trester LLP reported $135,603 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,567 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 0.27% to 0.25%. 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 1,637th-largest of 9,483 plans among California employers on file, and the 2,563rd of 11,654 in professional & technical services. In 2024, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,340,190
Participants with balances396
Active participants219
Employer contributions$562,174
Employee contributions$1,980,330
Employer contribution per active participant$2,567
Average account balance$139,748
Benefits paid to participants$8,881,999
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.3M · 396 accts · $562K emplr
2023$54.1M · 402 accts · $685K emplr
2022$46.1M · 400 accts · $795K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$135,603
Total administrative$135,603
The Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) match · 2024
Employer contribution per active participant$2,567
Median for plans this size$3,635
2024$2,567 per active participant
2023$2,914 per active participant
2022$3,427 per active participant

Manning & Kass, Ellrod, Ramirez, Trester LLP's 2024 employer contribution ran below the $3,635 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 · 20243
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$1,500
ROCKEFELLER FINANCIAL LLC · Investment advisory (participants)$50,349
TRUIST ADVISORY SERVICES, INC. · Investment advisory (participants)$4,421

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
2023John Hancock

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

Administrative cost history3
2024$135,603 · 0.25%
2023$139,234 · 0.28%
2022$136,638 · 0.27%
Same employer
Similar plansProfessional & Technical Services · California
A10 Networks, Inc. CA$55.5M · 0.19%
Illumio, Inc. CA$55.4M · 0.04%
Berliner Cohen, LLP CA$54.1M · 0.07%
Neudesic, LLC CA$54.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954469763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.