Plan Ledger DOL Form 5500 · updated monthly

Scott D Boras401(k)

SCOTT D BORAS INC 401K PROFIT SHARING PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Scott D Boras reported $97,703 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $12 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 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 4,113th-largest of 9,483 plans among California employers on file, and the 477th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $818.02 for every $1.00 the employer contributed; active participation has grown from 111 to 125 since 2022.

Plan summary
Net assets, end of year$16,674,172
Participants with balances126
Active participants125
Employer contributions$1,439
Employee contributions$1,177,137
Employer contribution per active participant$12
Average account balance$132,335
Benefits paid to participants$806,278
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 126 accts · $1K emplr
2023$14.5M · 124 accts
2022$12.8M · 112 accts · $2K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,703
Total administrative$97,703
The Scott D Boras 401(k) match · 2024
Employer contribution per active participant$12
Median for plans this size$2,416
2024$12 per active participant
2022$16 per active participant

Scott D Boras's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,224

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$97,703 · 0.63%
2023$82,963 · 0.61%
2022$90,005 · 0.64%
Same employer
Similar plansArts, Entertainment & Recreation · California
Wasserman Music, LLC CA$17.8M · 0.35%
Reading International, Inc. CA$17.1M · 0.10%
ALL3MEDIA USA, Inc. CA$16.8M · 0.40%
Los Angeles Opera Company CA$16.1M · 0.54%
Fusefx Corp. CA$15.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363337958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.