Plan Ledger DOL Form 5500 · updated monthly

Stradling Yocca Carlson & Rauth, P.C.401(k)

SYCR 401(K) PROFIT SHARING PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Stradling Yocca Carlson & Rauth, P.C. reported $130,483 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $23,248 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 0.18% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 919th-largest of 9,483 plans among California employers on file, and the 1,358th of 11,654 in professional & technical services. In 2024, the employer put in $2.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$111,513,907
Participants with balances189
Active participants136
Employer contributions$3,161,724
Employee contributions$1,419,939
Employer contribution per active participant$23,248
Average account balance$590,021
Benefits paid to participants$4,722,858
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$111.5M · 189 accts · $3.2M emplr
2023$104.2M · 196 accts · $3.0M emplr
2022$93.3M · 195 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,260
Investment management$109,536
Total administrative$130,483
The Stradling Yocca Carlson & Rauth, P.C. 401(k) match · 2024
Employer contribution per active participant$23,248
Median for plans this size$3,635
2024$23,248 per active participant
2023$21,146 per active participant
2022$22,979 per active participant

Stradling Yocca Carlson & Rauth, P.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$19,260
UBS FINANCIAL SERVICES · Investment advisory (participants)$30,470
SPINNAKER INVESTMENT GROUP LLC · Investment advisory (participants)$26,310
PACIFIC FINANCIAL GROUP, INC · Investment advisory (participants)$24,354
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$19,942
MERRILL LYNCH · Investment advisory (participants)$8,461

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$130,483 · 0.12%
2023$132,726 · 0.13%
2022$187,428 · 0.18%
Same employer
Similar plansProfessional & Technical Services · California
Plaid Inc. CA$114.0M · 0.04%
10X Genomics, Inc. CA$113.9M · 0.14%
Openai LP CA$112.8M · 0.07%
Via Technologies, Inc. CA$110.2M · 0.02%
Frank, Rimerman + Co. LLP CA$109.1M · 0.12%
Ambry Genetics Corporation CA$109.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953347002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.