Plan Ledger DOL Form 5500 · updated monthly

Tbh Management, LLC401(k)

TBH MANAGEMENT, LLC 401(K) PLAN · LARKSPUR, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Tbh Management, LLC reported $114,134 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,389 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 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,000th-largest of 9,483 plans among California employers on file, and the 2,102nd of 11,911 in health care & social assistance. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 165 to 192 since 2022.

Plan summary
Net assets, end of year$43,178,797
Participants with balances283
Active participants192
Employer contributions$1,034,609
Employee contributions$2,945,031
Employer contribution per active participant$5,389
Average account balance$152,575
Benefits paid to participants$3,755,204
Plan auditUnmodified (clean) audit opinion
AuditorLBMC
Plan history3
Yearassets · accounts · employer contribution
2024$43.2M · 283 accts · $1.0M emplr
2023$37.2M · 262 accts · $931K emplr
2022$31.3M · 253 accts · $876K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,302
Investment management$77,832
Total administrative$114,134
The Tbh Management, LLC 401(k) match · 2024
Employer contribution per active participant$5,389
Median for plans this size$2,416
2024$5,389 per active participant
2023$5,174 per active participant
2022$5,310 per active participant

Tbh Management, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$54,324
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,303
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$17,295
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,214

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

Administrative cost history3
2024$114,134 · 0.28%
2023$92,702 · 0.27%
2022$102,680 · 0.30%
Similar plansHealth Care & Social Assistance · California
Barlow Respiratory Hospital CA$44.1M · 0.29%
Chinese Hospital CA$43.0M · 0.01%
Western Health Advantage CA$42.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832177931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.