Plan Ledger DOL Form 5500 · updated monthly

Weintraub Tobin Chediak Coleman Grodin Law401(k)

WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Weintraub Tobin Chediak Coleman Grodin Law reported $118,612 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $14 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 0.201%. 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 1,528th-largest of 9,483 plans among California employers on file, and the 2,382nd of 11,654 in professional & technical services. In 2024, employees put in $778.58 for every $1.00 the employer contributed; active participation has grown from 152 to 168 since 2022.

Plan summary
Net assets, end of year$59,980,118
Participants with balances243
Active participants168
Employer contributions$2,300
Employee contributions$1,790,741
Employer contribution per active participant$14
Average account balance$246,832
Benefits paid to participants$6,573,935
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.0M · 243 accts · $2K emplr
2023$57.8M · 230 accts · $1.5M emplr
2022$51.8M · 256 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,612
Total administrative$118,612
The Weintraub Tobin Chediak Coleman Grodin Law 401(k) match · 2024
Employer contribution per active participant$14
Median for plans this size$3,635
2024$14 per active participant
2023$8,794 per active participant
2022$8,931 per active participant

Weintraub Tobin Chediak Coleman Grodin Law's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
INNOVEST PORTFOLIO SOLUTIONS LLC$11,250
INNOVEST PORTFOLIO SOLUTIONS LLCindirect comp
ALLWORTH FINANCIAL, LPindirect comp

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$118,612 · 0.20%
2023$125,875 · 0.23%
2022$113,596 · 0.20%
Same employer
Similar plansProfessional & Technical Services · California
Gofundme, Inc CA$61.1M · 0.03%
C3.AI, Inc. CA$60.1M · 0.21%
Certinia Inc. CA$60.0M · 0.07%
Des Architects + Engineers CA$59.9M · 0.36%
Crystal Dynamics, Inc. CA$59.6M · 0.12%
Couchbase, Inc. CA$59.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680231351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.