Plan Ledger DOL Form 5500 · updated monthly

A Medium Corporation401(k)

MEDIUM 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

A Medium Corporation reported $33,580 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. 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 has held roughly steady near 0.24%. 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 4,393rd-largest of 9,483 plans among California employers on file, and 6,567th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$15,000,580
Participants with balances273
Active participants58
Employer contributions—
Employee contributions$966,366
Employer contribution per active participant—
Average account balance$54,947
Benefits paid to participants$1,272,506
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 273 accts
2023$13.1M · 292 accts
2022$11.1M · 324 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,529
Investment management$31,051
Total administrative$33,580
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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$2,529
THREE BELL CAPITAL LLC · Investment advisory (plan)$22,640
THREE BELL CAPITAL · Investment advisory (plan)$8,411

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$33,580 · 0.24%
2023$28,769 · 0.24%
2022$31,152 · 0.25%
Similar plansProfessional & Technical Services · California
Didi Research America LLC CA$15.1M · 0.19%
Al Venture, LLC CA$15.1M · 0.10%
Data.Ai, Inc CA$15.1M · 0.35%
Hearsay Social, Inc CA$15.1M · 0.27%
Edtec Inc. CA$15.0M · 0.03%
Syapse, Inc. CA$14.9M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 452768864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.