Plan Ledger DOL Form 5500 · updated monthly

Perr & Knight, Inc.401(k)

PERR & KNIGHT 401(K) PLAN · SANTA MONICA, CA · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Perr & Knight, Inc. reported $160,965 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $4,169 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 3 years on file its reported administrative ratio rose from 0.32% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,939th-largest of 9,483 plans among California employers on file, and the 3,016th of 11,654 in professional & technical services. In 2025, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 136 to 166 since 2022.

Plan summary
Net assets, end of year$44,677,433
Participants with balances202
Active participants166
Employer contributions$692,034
Employee contributions$2,213,284
Employer contribution per active participant$4,169
Average account balance$221,175
Benefits paid to participants$2,287,853
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$44.7M · 202 accts · $692K emplr
2024$37.0M · 183 accts · $633K emplr
2023$31.5M · 172 accts · $591K emplr
2022$24.7M · 160 accts · $483K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$159,324
Investment management$1,641
Total administrative$160,965
The Perr & Knight, Inc. 401(k) match · 2025
Employer contribution per active participant$4,169
Median for plans this size$2,666
2025$4,169 per active participant
2024$4,248 per active participant
2023$4,107 per active participant
2022$3,550 per active participant

Perr & Knight, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MORGAN STANLEY · Investment advisory (participants)$117,427
ACTUARIAL BENEFITS CORP · Actuarial$25,566
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,331
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$1,641

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

Administrative cost history4
2025$160,965 · 0.39%
2024$157,921 · 0.46%
2023$108,782 · 0.39%
2022$86,269 · 0.32%
Same employer
Similar plansProfessional & Technical Services · California
Csg Consultants, Inc. CA$45.4M · 0.22%
Poseida Therapeutics, Inc. CA$45.1M · 0.18%
Quantcast Corporation CA$44.9M · 0.04%
Amplitude, Inc. CA$44.5M · 0.12%
Allogene Therapeutics, Inc. CA$44.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954511033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.