Plan Ledger DOL Form 5500 · updated monthly

4LEAF, Inc.401(k)

4LEAF, INC. 401(K) PROFIT SHARING PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

4LEAF, Inc. reported $141,824 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,101 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 rose from 0.74% to 0.85%. 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 3,901st-largest of 9,483 plans among California employers on file, and 5,907th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 306 to 412 since 2022.

Plan summary
Net assets, end of year$18,040,544
Participants with balances554
Active participants412
Employer contributions$865,618
Employee contributions$1,938,124
Employer contribution per active participant$2,101
Average account balance$32,564
Benefits paid to participants$2,721,971
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 554 accts · $866K emplr
2023$15.2M · 532 accts · $521K emplr
2022$11.5M · 383 accts
The 4LEAF, Inc. 401(k) match · 2024
Employer contribution per active participant$2,101
Median for plans this size$2,416
2024$2,101 per active participant
2023$1,423 per active participant

4LEAF, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$4,998

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$141,824 · 0.85%
2023$105,661 · 0.79%
2022$88,673 · 0.74%
Same employer
Similar plansProfessional & Technical Services · California
Predicate Logic, Inc. CA$18.2M · 0.32%
Soundthinking, Inc. CA$18.1M · 0.43%
Duffy Kruspodin, LLP CA$18.1M · 0.04%
Hirsch Bedner & Associates CA$17.9M · 0.01%
Gafcon Pm-Cm LLC CA$17.9M · 0.02%
Duarte Communications, Inc. CA$17.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943393574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.