Plan Ledger DOL Form 5500 · updated monthly

Protrials Research, Inc.401(k)

PROTRIALS RESEARCH, INC. 401(K) PROFIT SHARING PLAN · LOS GATOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Protrials Research, Inc. reported $80,461 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,065 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 has held roughly steady near 0.39%. 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 3,453rd-largest of 9,483 plans among California employers on file, and the 5,287th of 11,654 in professional & technical services. In 2024, employees put in $4.03 for every $1.00 the employer contributed; active participation has shrunk from 119 to 84 since 2022.

Plan summary
Net assets, end of year$21,531,874
Participants with balances187
Active participants84
Employer contributions$257,443
Employee contributions$1,038,305
Employer contribution per active participant$3,065
Average account balance$115,144
Benefits paid to participants$2,330,590
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.5M · 187 accts · $257K emplr
2023$19.8M · 204 accts · $300K emplr
2022$17.1M · 219 accts · $377K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,537
Investment management$29,674
Audit (IQPA)$12,250
Total administrative$80,461
The Protrials Research, Inc. 401(k) match · 2024
Employer contribution per active participant$3,065
Median for plans this size$2,416
2024$3,065 per active participant
2023$3,452 per active participant
2022$3,172 per active participant

Protrials Research, Inc.'s 2024 employer contribution ran above the $2,416 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$22,174
PENSION ASSURANCE LLP · Accounting / audit$12,250
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$7,500

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$80,461 · 0.39%
2023$73,537 · 0.40%
2022$76,976 · 0.40%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 931210921 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.