Plan Ledger DOL Form 5500 · updated monthly

Adeia Inc.401(k)

ADEIA 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Adeia Inc. reported $60,083 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,858 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 0.01% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,404th-largest of 9,483 plans among California employers on file, and the 403rd of 2,096 in real estate & leasing. In 2024, employees put in $3.37 for every $1.00 the employer contributed; active participation has grown from 103 to 146 since 2022.

Plan summary
Net assets, end of year$34,648,299
Participants with balances149
Active participants146
Employer contributions$1,001,281
Employee contributions$3,369,417
Employer contribution per active participant$6,858
Average account balance$232,539
Benefits paid to participants$1,893,520
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.6M · 149 accts · $1.0M emplr
2023$26.7M · 134 accts · $835K emplr
2022$18.4M · 107 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,713
Total administrative$60,083
The Adeia Inc. 401(k) match · 2024
Employer contribution per active participant$6,858
Median for plans this size$2,416
2024$6,858 per active participant
2023$6,679 per active participant
2022$886 per active participant

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

Service providers · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$45,371
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,712

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

Administrative cost history3
2024$60,083 · 0.20%
2023$39,598 · 0.18%
2022$1,731 · 0.01%
Same employer
Similar plansReal Estate & Leasing · California
Murcor, Inc. CA$36.3M · 0.33%
USA Properties Fund, Inc. CA$34.7M · 0.48%
Steelwave, Inc. CA$34.4M · 0.25%
Mbk Real Estate LLC CA$34.1M · 0.05%
Skywalker Holdings, LLC CA$32.8M · 0.01%
Gk Management Co., Inc. CA$31.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844734590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.