Plan Ledger DOL Form 5500 · updated monthly

Advanced Systems Group, LLC401(k)

ADVANCED SYSTEMS GROUP LLC 401(K) PLAN · EMERYVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Advanced Systems Group, LLC reported $81,957 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.462%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 3,516th-largest of 9,483 plans among California employers on file, and the 998th of 2,199 in information & media.

Plan summary
Net assets, end of year$20,991,734
Participants with balances511
Active participants424
Employer contributions$0
Employee contributions$4,735,557
Employer contribution per active participant$0
Average account balance$41,080
Benefits paid to participants$1,870,866
Plan auditUnmodified (clean) audit opinion
AuditorTWHC TURNER, WARREN, HWANG & CO
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 511 accts
2023$14.5M · 531 accts
2022$9.0M · 515 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,853
Investment management$75,104
Total administrative$81,957
The Advanced Systems Group, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Advanced Systems Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
MERITAS ADVISORS LLC · Investment advisory (plan)$75,104
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$6,853

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$81,957 · 0.46%
2023$55,553 · 0.47%
2022$37,189 · 0.46%
Same employer
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Vitria Technology, Inc. CA$21.9M · 0.26%
Appriss Retail CA$21.8M · 0.03%
PAC-12 Enterprises, LLC CA$21.6M · 0.30%
Bitgo, Inc. CA$21.5M · 0.08%
Sift Science, Inc. CA$20.9M · 0.07%
Snaplogic, Inc. CA$20.9M · 0.07%
Tactivos Inc CA$20.7M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943286495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.