Plan Ledger DOL Form 5500 · updated monthly

Woods Bagot Architects PC401(k)

WOODS BAGOT ARCHITECT PC 401(K) RETIREMENT PLAN & TRUST · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.43%

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

Woods Bagot Architects PC reported $54,588 in plan administrative expenses for 2025: 0.43% of average plan assets, above the peer median. Employer contributions averaged $3,849 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 rose from 0.31% to 0.43%. 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 4,604th-largest of 9,483 plans among California employers on file, and 6,865th of 11,654 in professional & technical services. In 2025, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 85 to 100 since 2022.

Plan summary
Net assets, end of year$13,862,130
Participants with balances169
Active participants100
Employer contributions$384,910
Employee contributions$1,086,924
Employer contribution per active participant$3,849
Average account balance$82,024
Benefits paid to participants$897,694
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMMERMAN & CO. LLP
Plan history4
Yearassets · accounts · employer contribution
2025$13.9M · 169 accts · $385K emplr
2024$11.4M · 163 accts · $371K emplr
2023$9.5M · 173 accts · $515K emplr
2022$8.3M · 155 accts · $426K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$54,588
Total administrative$54,588
The Woods Bagot Architects PC 401(k) match · 2025
Employer contribution per active participant$3,849
Median for plans this size$2,666
2025$3,849 per active participant
2024$3,781 per active participant
2023$4,954 per active participant
2022$5,009 per active participant

Woods Bagot Architects PC's 2025 employer contribution ran above the $2,666 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CALIFORNIA RETIREMENT PLANS · Contract administrator$14,917
EQUITABLE ADVISORS LLCindirect comp

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

Administrative cost history4
2025$54,588 · 0.43%
2024$61,249 · 0.59%
2023$21,665 · 0.24%
2022$28,720 · 0.31%
Similar plansProfessional & Technical Services · California
Soaprojects, Inc. CA$13.9M · 0.12%
Prosciento, Inc. CA$13.8M · 0.01%
Ideaya Biosciences Inc CA$13.7M · 0.02%
Westpak, Inc. CA$13.7M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262993497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.