Plan Ledger DOL Form 5500 · updated monthly

Novogradac & Company LLP401(k)

NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Novogradac & Company LLP reported $229,177 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,852 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 0.16% to 0.18%. 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 770th-largest of 9,483 plans among California employers on file, and the 1,148th of 11,654 in professional & technical services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 698 to 772 since 2022.

Plan summary
Net assets, end of year$136,456,257
Participants with balances1,051
Active participants772
Employer contributions$3,745,429
Employee contributions$7,487,570
Employer contribution per active participant$4,852
Average account balance$129,835
Benefits paid to participants$4,762,472
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$136.5M · 1,051 accts · $3.7M emplr
2023$112.4M · 1,033 accts · $3.4M emplr
2022$91.2M · 978 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,230
Investment management$215,947
Total administrative$229,177
The Novogradac & Company LLP 401(k) match · 2024
Employer contribution per active participant$4,852
Median for plans this size$3,635
2024$4,852 per active participant
2023$4,614 per active participant
2022$4,160 per active participant

Novogradac & Company LLP'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$13,230
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$215,947

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$229,177 · 0.18%
2023$198,960 · 0.20%
2022$160,024 · 0.16%
Same employer
Similar plansProfessional & Technical Services · California
Ecg Topco Holdings, LLC CA$138.9M · 0.05%
Gusto (Zenpayroll) CA$138.5M · 0.18%
Shartsis Friese LLP CA$137.4M · 0.01%
Musick, Peeler & Garrett LLP CA$136.7M · 0.07%
Material Holdings LLC CA$135.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943108253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.