Plan Ledger DOL Form 5500 · updated monthly

Active Wellness, LLC401(k)

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

Reported admin expense ratio · 2024
0.57%

Active Wellness, LLC reported $39,087 in plan administrative expenses for 2024: 0.57% of average plan assets, above 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 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (6,240th of 9,483), and 797th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$7,326,640
Participants with balances206
Active participants161
Employer contributions—
Employee contributions$505,915
Employer contribution per active participant—
Average account balance$35,566
Benefits paid to participants$439,273
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 206 accts
2023$6.5M · 208 accts
2022$5.3M · 203 accts · $2K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,576
Investment management$16,511
Total administrative$39,087
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
ADP, INC. · Loan processing · Recordkeeping$22,576
MMA SECURITIES, LLC · Recordkeeping · Trustee$16,511
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 year2
2024ADP, MMA SECURITIES, LLC
2023ADP, MMA SECURITIES, LLC

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Administrative cost history3
2024$39,087 · 0.57%
2023$34,615 · 0.59%
2022$33,626 · 0.59%
Same employer
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Access Xp LLC CA$7.5M · 0.39%
The Beach Club CA$7.2M · 0.39%
Studio 71, LP CA$7.1M · 0.42%
In-Shape Solutions, LLC CA$6.9M · 1.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320468401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.