Plan Ledger DOL Form 5500 · updated monthly

Wood, Smith, Henning, & Berman LLP401(k)

WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Wood, Smith, Henning, & Berman LLP reported $15,175 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.02% to 0.04%. 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 2,141st-largest of 9,483 plans among California employers on file, and the 3,300th of 11,654 in professional & technical services. active participation has grown from 440 to 546 since 2022.

Plan summary
Net assets, end of year$40,025,976
Participants with balances529
Active participants546
Employer contributions—
Employee contributions$4,324,352
Employer contribution per active participant—
Average account balance$75,663
Benefits paid to participants$3,563,092
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 529 accts
2023$32.7M · 483 accts · $23K emplr
2022$25.2M · 426 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,175
Total administrative$15,175
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 · 20242
JOHN HANCOCK LIFE INSURANCE CO. · Investment management · Recordkeeping$8,144
FUTUREPLAN BY ASCENSUS · Consulting$7,031

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,175 · 0.04%
2023$10,572 · 0.04%
2022$6,730 · 0.02%
Same employer
Similar plansProfessional & Technical Services · California
User Testing CA$40.0M · 0.09%
Blue River Technology LLC CA$39.6M · 0.18%
Egnyte, Inc. CA$39.5M · 0.04%
Logicmonitor, Inc. CA$39.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954608126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.