Plan Ledger DOL Form 5500 · updated monthly

Moffatt & Nichol401(k)

MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Moffatt & Nichol reported $114,014 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,612 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 0.04% to 0.05%. 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 509th-largest of 9,483 plans among California employers on file, and the 706th of 11,654 in professional & technical services. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has grown from 832 to 1,024 since 2022.

Plan summary
Net assets, end of year$230,393,440
Participants with balances1,131
Active participants1,024
Employer contributions$4,723,177
Employee contributions$10,868,578
Employer contribution per active participant$4,612
Average account balance$203,708
Benefits paid to participants$10,894,225
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$230.4M · 1,131 accts · $4.7M emplr
2023$194.1M · 1,025 accts · $4.0M emplr
2022$153.3M · 901 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,963
Investment management$54,051
Total administrative$114,014
The Moffatt & Nichol 401(k) match · 2024
Employer contribution per active participant$4,612
Median for plans this size$3,635
2024$4,612 per active participant
2023$4,317 per active participant
2022$4,114 per active participant

Moffatt & Nichol's 2024 employer contribution ran above 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$118,505
ALPHAPOINT INC · Investment management$22,500
EP WEALTH ADVISORS LLC · Investment advisory (participants)$9,187
CHARLES SCHWAB & CO., INC · Securities brokerage$232

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$114,014 · 0.05%
2023$160,740 · 0.09%
2022$66,025 · 0.04%
Same employer
Similar plansProfessional & Technical Services · California
Farella Braun and Martel LLP CA$237.3M · 0.04%
Cloudera, Inc. CA$235.1M · 0.03%
Confluent, Inc CA$233.5M · 0.03%
Tanium Inc. CA$229.1M · 0.03%
Futurewei Technologies, Inc. CA$227.5M · 0.06%
Toyon Research Corporation CA$225.3M · 0.08%
Real Chemistry, Inc. CA$223.3M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951951343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.