Plan Ledger DOL Form 5500 · updated monthly

Wilson Turner Kosmo LLP401(k)

WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Wilson Turner Kosmo LLP reported $153,690 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,219 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,648th-largest of 9,483 plans among California employers on file, and the 4,136th of 11,654 in professional & technical services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,366,758
Participants with balances139
Active participants118
Employer contributions$1,087,898
Employee contributions$1,454,400
Employer contribution per active participant$9,219
Average account balance$218,466
Benefits paid to participants$4,035,156
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,690
Total administrative$153,690
The Wilson Turner Kosmo LLP 401(k) match · 2024
Employer contribution per active participant$9,219
Median for plans this size$2,416

Wilson Turner Kosmo LLP'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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$58,418
EMPOWER ADVISORY GROUP, LLC · Investment management$5,495
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$1,300

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

Administrative cost history1
2024$153,690 · 0.53%
Same employer
Similar plansProfessional & Technical Services · California
Ise Labs, Inc. CA$30.4M · 0.02%
Phoenix Technologies, Inc. CA$30.4M · 0.25%
Intellisense Systems, Inc. CA$30.4M · 0.21%
Terraphase Engineering CA$30.3M · 0.25%
Appdirect CA$30.3M · 0.15%
Doheny Eye Institute CA$30.3M · 0.11%
Sorrento Therapeutics, Inc. CA$30.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330467759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.