Plan Ledger DOL Form 5500 · updated monthly

Testan Law Apc401(k)

TESTAN LAW APC 401(K) PROFIT SHARING PLAN · WESTLAKE VILLAGE, CA · plan year 2025

Reported admin expense ratio · 2025
0.38%

Testan Law Apc reported $89,513 in plan administrative expenses for 2025: 0.38% of average plan assets, above the peer median. 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 4 years on file its reported administrative ratio has held roughly steady near 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,207th-largest of 9,483 plans among California employers on file, and the 4,911th of 11,654 in professional & technical services. active participation has shrunk from 120 to 92 since 2022.

Plan summary
Net assets, end of year$23,934,876
Participants with balances206
Active participants92
Employer contributions—
Employee contributions$823,817
Employer contribution per active participant—
Average account balance$116,189
Benefits paid to participants$3,778,019
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$23.9M · 206 accts
2024$23.3M · 212 accts
2023$22.4M · 261 accts
2022$21.2M · 275 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$41,831
Investment management$34,454
Total administrative$89,513
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK USA · Recordkeeping · Investment management$6,740
ALLIANT RETIREMENT SERVICES · Investment advisory (participants)$34,454

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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Administrative cost history4
2025$89,513 · 0.38%
2024$132,017 · 0.58%
2023$99,023 · 0.45%
2022$85,723 · 0.36%
Same employer
Similar plansProfessional & Technical Services · California
New Directions Technologies CA$24.1M · 0.23%
Frazer, LLP CA$24.0M · 1.39%
Infostretch Corporation CA$23.8M · 0.23%
Lido Consulting, LLC CA$23.6M · 0.00%
Dyntek, Inc. CA$23.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330691769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.