Plan Ledger DOL Form 5500 · updated monthly

Accellion USA, LLC401(k)

ACCELLION USA, LLC 401(K) PLAN · SAN MATEO, CA · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Accellion USA, LLC reported $2,540 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,440 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 4 years on file its reported administrative ratio has held roughly steady near 0.012%. 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 3,287th-largest of 9,483 plans among California employers on file, and the 5,070th of 11,654 in professional & technical services. In 2025, employees put in $3.48 for every $1.00 the employer contributed; active participation has grown from 102 to 140 since 2022.

Plan summary
Net assets, end of year$22,947,601
Participants with balances199
Active participants140
Employer contributions$621,629
Employee contributions$2,162,612
Employer contribution per active participant$4,440
Average account balance$115,315
Benefits paid to participants$1,618,627
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN CO. LLP
Plan history4
Yearassets · accounts · employer contribution
2025$22.9M · 199 accts · $622K emplr
2024$18.2M · 189 accts · $516K emplr
2023$14.5M · 173 accts · $417K emplr
2022$11.2M · 164 accts · $340K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,540
Total administrative$2,540
The Accellion USA, LLC 401(k) match · 2025
Employer contribution per active participant$4,440
Median for plans this size$2,666
2025$4,440 per active participant
2024$4,163 per active participant
2023$3,756 per active participant
2022$3,332 per active participant

Accellion USA, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ADP, INC. · Recordkeeping · Loan processing$2,540
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year3
2025ADP
2024ADP
2023ADP

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

Administrative cost history4
2025$2,540 · 0.01%
2024$1,880 · 0.01%
2023$1,435 · 0.01%
2022$1,434 · 0.01%
Same employer
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Quad Knopf, Inc. CA$23.2M · 0.20%
Cnm, LLP CA$23.0M · 0.66%
Earth Systems, Inc. CA$23.0M · 0.37%
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Hawk Ridge Systems CA$22.8M · 0.46%
Assembly Biosciences, Inc. CA$22.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850770328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.