Plan Ledger DOL Form 5500 · updated monthly

Standish Management, LLC401(k)

STANDISH MANAGEMENT RETIREMENT PLAN · WALNUT CREEK, CA · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Standish Management, LLC reported $107,442 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,232 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 fell from 0.34% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,015th-largest of 9,483 plans among California employers on file, and the 3,129th of 11,654 in professional & technical services. In 2023, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,890,900
Participants with balances874
Active participants672
Employer contributions$2,172,198
Employee contributions$5,733,618
Employer contribution per active participant$3,232
Average account balance$49,074
Benefits paid to participants$1,595,609
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$42.9M · 874 accts · $2.2M emplr
2022$29.8M · 853 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,852
Investment management$73,679
Trustee / custodial$18,911
Total administrative$107,442
The Standish Management, LLC 401(k) match · 2023
Employer contribution per active participant$3,232
Median for plans this size$2,440
2023$3,232 per active participant
2022$2,571 per active participant

Standish Management, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RETIREMENT ADMINISTRATION INC. · Recordkeepingindirect comp
FORUSALL ADVISORS, LLC · Named fiduciary$73,679
LT TRUST · Trustee$33,763

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

Administrative cost history3
2024Not separately reported
2023$107,442 · 0.30%
2022$103,554 · 0.34%
Same employer
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Newmeyer & Dillion, LLP CA$43.5M · 0.44%
Mercury Technologies, Inc CA$43.3M · 0.07%
Canvas Worldwide LLC CA$43.1M · 0.38%
Hart Howerton, LTD. CA$42.8M · 0.02%
Aechelon Technology, Inc. CA$42.7M · 0.01%
LIFE360, Inc. CA$42.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262785172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.