Plan Ledger DOL Form 5500 · updated monthly

Partners Information Technology, Inc.401(k)

PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Partners Information Technology, Inc. reported $43,680 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.05% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,213th-largest of 9,483 plans among California employers on file, and the 3,419th of 11,654 in professional & technical services. active participation has shrunk from 240 to 183 since 2022.

Plan summary
Net assets, end of year$38,398,045
Participants with balances261
Active participants183
Employer contributions$0
Employee contributions$929,923
Employer contribution per active participant$0
Average account balance$147,119
Benefits paid to participants$3,586,331
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.4M · 261 accts
2023$36.0M · 287 accts
2022$31.5M · 293 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,375
Investment management$38,155
Total administrative$43,680
The Partners Information Technology, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Partners Information Technology, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
MGO CPA$36,468
NOVA 401(K) ASSOCIATES · Other services$1,000
ASCENSUS · Other services$688

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$43,680 · 0.12%
2023$38,550 · 0.11%
2022$16,100 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Wrns Studio CA$38.8M · 0.18%
Calm.com Inc. CA$38.5M · 0.05%
Kairos Power LLC CA$38.4M · 0.22%
Strava, Inc. CA$38.1M · 0.02%
P2S Inc. CA$37.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453764514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.