Plan Ledger DOL Form 5500 · updated monthly

Seltzer Caplan McMahon Vitek, a Law Corporation401(k)

SELTZER CAPLAN MCMAHON VITEK INCENTIVE PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Seltzer Caplan McMahon Vitek, a Law Corporation reported $68,307 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,997 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 0.19%. 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 2,270th-largest of 9,483 plans among California employers on file, and the 3,511th of 11,654 in professional & technical services. In 2024, employees put in $4.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,139,294
Participants with balances101
Active participants69
Employer contributions$206,786
Employee contributions$1,027,465
Employer contribution per active participant$2,997
Average account balance$367,716
Benefits paid to participants$2,261,998
Plan auditUnmodified (clean) audit opinion
AuditorCONSIDINE & CONSIDINE
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 101 accts · $207K emplr
2023$33.1M · 105 accts · $169K emplr
2022$30.0M · 106 accts · $166K emplr
The Seltzer Caplan McMahon Vitek, a Law Corporation 401(k) match · 2024
Employer contribution per active participant$2,997
Median for plans this size$2,416
2024$2,997 per active participant
2023$2,448 per active participant
2022$2,402 per active participant

Seltzer Caplan McMahon Vitek, a Law Corporation'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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$38,465
CONSIDINE & CONSIDINE · Investment advisory (participants)$18,000
CORIENT · Investment advisory (participants)$6,048
DOWLING & YAHNKE · Investment advisory (participants)$6,045

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$68,307 · 0.19%
2023$62,474 · 0.20%
2022$70,328 · 0.20%
Similar plansProfessional & Technical Services · California
Climateworks Foundation CA$37.3M · 0.33%
Fuscoe Engineering Inc CA$36.9M · 0.01%
Activehours Inc. CA$36.9M · 0.14%
Rxsight, Inc. CA$36.8M · 0.45%
Durect Corporation CA$36.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952665305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.