Plan Ledger DOL Form 5500 · updated monthly

Schneider Wallace Cottrell Kon401(k)

SCHNEIDER WALLACE COTTRELL KON 401(K) PROFIT SHARING PLAN & TRUST · EMERYVILLE, CA · plan year 2023

Reported admin expense ratio · 2023
0.53%

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

Schneider Wallace Cottrell Kon reported $29,907 in plan administrative expenses for 2023: 0.53% of average plan assets, above the peer median. Employer contributions averaged $3,804 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,524th of 9,483), and 9,246th of 11,654 in professional & technical services. In 2023, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,402,898
Participants with balances96
Active participants93
Employer contributions$353,751
Employee contributions$714,583
Employer contribution per active participant$3,804
Average account balance$66,697
Benefits paid to participants$443,031
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,328
Investment management$19,579
Total administrative$29,907
The Schneider Wallace Cottrell Kon 401(k) match · 2023
Employer contribution per active participant$3,804
Median for plans this size$1,308

Schneider Wallace Cottrell Kon's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan) · Recordkeeping$19,579
PAYCHEX, INC. · Investment advisory (plan) · Recordkeeping$10,228

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

Administrative cost history1
2023$29,907 · 0.53%
Similar plansProfessional & Technical Services · California
Career Group, Inc. CA$6.5M · 0.40%
Pliancy, Inc CA$6.5M · 0.10%
Ccs Design, Inc. CA$6.4M · 0.41%
Polysign, Inc. CA$6.4M · 0.61%
Mill Industries Inc. CA$6.4M · 0.11%
Marina Landscape, Inc. CA$6.4M · 0.81%
Ten Twenty Four Inc. CA$6.4M · 0.10%
Moravia IT, LLC CA$6.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261726163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.