What the Department of Labor’s Form 5500 filings record about this firm’s 401(k) and 403(b) plan audits. Nothing here is a rating.
A fee is shown only where at least 10 of the firm’s filings reported one, because a median of three filings is not a fee level. Most firms fall below that: a Form 5500 records an audit fee only when the plan, rather than the employer, paid it. “First-time” counts plans with no audited filing in any earlier year back to 2021. Sponsor states on file for 2024: CA, TX.
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