Plan Ledger DOL Form 5500 · updated monthly

Scenario Cockram USA, Inc.401(k)

SCENARIO COCKRAM USA, INC. 401(K) PLAN · VAN NUYS, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Scenario Cockram USA, Inc. reported $39,412 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $1,615 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 fell from 0.78% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,297th of 9,483), and 9,010th of 11,654 in professional & technical services. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,105,063
Participants with balances136
Active participants209
Employer contributions$337,530
Employee contributions$704,555
Employer contribution per active participant$1,615
Average account balance$52,243
Benefits paid to participants$972,686
Plan auditUnmodified (clean) audit opinion
AuditorJANSEN VALK THOMPSON REAHM PC
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 136 accts · $338K emplr
2023$6.2M · 137 accts · $314K emplr
2022$4.7M · 132 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,789
Investment management$22,623
Total administrative$39,412
The Scenario Cockram USA, Inc. 401(k) match · 2024
Employer contribution per active participant$1,615
Median for plans this size$1,313
2024$1,615 per active participant
2023$1,495 per active participant
2022$1,507 per active participant

Scenario Cockram USA, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK · Recordkeeping$17,829
MMA SECURITIES, LLC · Investment advisory (plan)$21,583

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$39,412 · 0.59%
2023$31,226 · 0.57%
2022$38,606 · 0.78%
Same employer
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Legacy Effects, LLC CA$7.1M · 0.56%
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Source: U.S. Department of Labor, Form 5500 series, EIN 811021077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.