Plan Ledger DOL Form 5500 · updated monthly

Thomas Kinsey LLP401(k)

THOMAS KINSEY LLP 401K PROFIT SHARING PLAN · ORANGE, CA · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Thomas Kinsey LLP reported $78,945 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $5,491 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 0.31% to 0.19%. 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 3,009th-largest of 9,483 plans among California employers on file, and the 4,631st of 11,654 in professional & technical services. In 2023, the employer put in $5.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,918,854
Participants with balances202
Active participants54
Employer contributions$296,524
Employee contributions$53,734
Employer contribution per active participant$5,491
Average account balance$128,311
Benefits paid to participants$3,564,037
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$24.6M · 166 accts · $73K emplr
2023$25.9M · 202 accts · $297K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$40,384
Investment management$38,561
Total administrative$78,945
The Thomas Kinsey LLP 401(k) match · 2023
Employer contribution per active participant$5,491
Median for plans this size$2,440
2024$2,021 per active participant
2023$5,491 per active participant

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

Service providers · 20233
MIRACLE MILE ADVISORS, LLC · Claims processing · Recordkeeping$35,389
STANCORP FINANCIAL · Claims processing · Recordkeeping$20,385
KARP CAPITAL MANAGEMENT · Investment advisory (plan)$3,172

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

Administrative cost history2
2024$47,658 · 0.19%
2023$78,945 · 0.31%
Similar plansProfessional & Technical Services · California
Melissa Data Corporation CA$26.0M · 0.35%
Renovo Solutions, LLC CA$26.0M · 0.31%
Wish US Holdings, LLC CA$25.8M · 0.24%
Entisys Solutions, Inc. CA$25.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884001534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.