Plan Ledger DOL Form 5500 · updated monthly

Pachulski Stang Ziehl & Jones LLP401(k)

PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Pachulski Stang Ziehl & Jones LLP reported $102,946 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $19,089 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 0.01% to 0.07%. 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 710th-largest of 9,483 plans among California employers on file, and the 1,055th of 11,654 in professional & technical services. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 99 to 111 since 2022.

Plan summary
Net assets, end of year$148,219,087
Participants with balances138
Active participants111
Employer contributions$2,118,859
Employee contributions$1,912,133
Employer contribution per active participant$19,089
Average account balance$1,074,051
Benefits paid to participants$1,818,807
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$148.2M · 138 accts · $2.1M emplr
2023$126.6M · 132 accts · $2.0M emplr
2022$103.6M · 136 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$561
Investment management$102,385
Total administrative$102,946
The Pachulski Stang Ziehl & Jones LLP 401(k) match · 2024
Employer contribution per active participant$19,089
Median for plans this size$3,635
2024$19,089 per active participant
2023$20,276 per active participant
2022$18,644 per active participant

Pachulski Stang Ziehl & Jones LLP's 2024 employer contribution ran above the $3,635 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 · 20245
SIGNATURE ESTATE & INVESTMENT · Investment advisory (participants)$43,105
VICTORIA CAPITAL MANAGEMENT IN · Investment advisory (participants)$21,543
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants)$16,779
BEACON POINTE ADVISORS LLC · Investment advisory (participants)$16,237
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,616

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$102,946 · 0.07%
2023$2,837 · 0.00%
2022$12,030 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Bkf Engineers CA$149.8M · 0.01%
Willdan Group, Inc. CA$148.8M · 0.25%
Alorica, Inc. CA$145.6M · 0.28%
Nektar Therapeutics CA$143.5M · 0.03%
Bill Holdings, Inc. CA$143.4M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953823150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.