Plan Ledger DOL Form 5500 · updated monthly

Pure Financial Advisors, LLC401(k)

PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Pure Financial Advisors, LLC reported $2,625 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,921 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 1 year on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 3,644th-largest of 9,483 plans among California employers on file, and 1,600th of 3,091 in educational services. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,915,643
Participants with balances142
Active participants144
Employer contributions$852,630
Employee contributions$2,318,727
Employer contribution per active participant$5,921
Average account balance$140,251
Benefits paid to participants$1,582,748
Plan auditUnmodified (clean) audit opinion
AuditorGATTO POPE & WALWICK LLP
Plan history2
Yearassets · accounts · employer contribution
2024$19.9M · 142 accts · $853K emplr
2023$16.0M · 129 accts · $748K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,625
Total administrative$2,625
The Pure Financial Advisors, LLC 401(k) match · 2024
Employer contribution per active participant$5,921
Median for plans this size$2,416
2024$5,921 per active participant
2023$6,078 per active participant

Pure Financial Advisors, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$2,625
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history2
2024$2,625 · 0.01%
2023$325 · 0.00%
Same employer
Similar plansEducational Services · California
The Chandler School CA$20.5M · 0.23%
Mayfield Senior School CA$20.2M · 0.14%
Udacity CA$20.0M · 0.03%
Hillbrook School CA$19.5M · 0.21%
Sonoma Academy CA$19.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813149057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.