Plan Ledger DOL Form 5500 · updated monthly

Ziffren Brittenham LLP401(k)

ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Ziffren Brittenham LLP reported $266,696 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $21,358 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 2 years on file its reported administrative ratio fell from 0.51% to 0.41%. 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 1,345th-largest of 9,483 plans among California employers on file, and the 2,098th of 11,654 in professional & technical services. In 2024, the employer put in $1.66 for every $1.00 employees contributed themselves; active participation has grown from 58 to 64 since 2022.

Plan summary
Net assets, end of year$68,340,810
Participants with balances97
Active participants64
Employer contributions$1,366,919
Employee contributions$821,406
Employer contribution per active participant$21,358
Average account balance$704,544
Benefits paid to participants$4,284,698
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.3M · 97 accts · $1.4M emplr
2023$62.0M · 102 accts · $2.9M emplr
2022$55.7M · 109 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,865
Investment management$160,824
Total administrative$266,696
The Ziffren Brittenham LLP 401(k) match · 2024
Employer contribution per active participant$21,358
Median for plans this size$3,635
2024$21,358 per active participant
2023$42,118 per active participant
2022$26,986 per active participant

Ziffren Brittenham LLP's 2024 employer contribution ran above the $3,635 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 · 20246
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$110,038
DANIELLE PRUNIER · Investment advisory (participants) · Investment advisory (plan)$116,052
EILEEN BOHN · Investment advisory (participants) · Investment advisory (plan)$19,780
MARK TUNNEY · Investment advisory (participants) · Investment advisory (plan)$13,362
LINDBROOK CAPITAL, LLC · Investment advisory (participants) · Investment advisory (plan)$11,629
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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Administrative cost history3
2024$266,696 · 0.41%
2023$265,582 · 0.45%
2022$303,539 · 0.51%
Similar plansProfessional & Technical Services · California
Wood Rodgers, Inc CA$69.9M · 0.19%
Scopely Inc. CA$69.7M · 0.07%
Cerus Corporation CA$69.1M · 0.00%
Checkr Inc. CA$69.0M · 0.04%
Discord Inc. CA$68.1M · 0.02%
Tae Technologies, Inc. CA$68.0M · 0.03%
Liebert Cassidy Whitmore CA$68.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953303328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.