Plan Ledger DOL Form 5500 · updated monthly

Affinity Development Group, Inc.401(k)

AFFINITY DEVELOPMENT GROUP 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Affinity Development Group, Inc. reported $14,102 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,766 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 fell from 0.09% to 0.04%. 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 2,139th-largest of 9,483 plans among California employers on file, and the 3,296th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 213 to 236 since 2022.

Plan summary
Net assets, end of year$40,092,691
Participants with balances311
Active participants236
Employer contributions$652,772
Employee contributions$1,468,196
Employer contribution per active participant$2,766
Average account balance$128,915
Benefits paid to participants$1,248,637
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.1M · 311 accts · $653K emplr
2023$32.6M · 299 accts · $597K emplr
2022$25.5M · 297 accts · $758K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,096
Total administrative$14,102
The Affinity Development Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,766
Median for plans this size$2,416
2024$2,766 per active participant
2023$2,727 per active participant
2022$3,557 per active participant

Affinity Development Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
CHARLES SCHWAB & CO., INC. · Securities brokerage$6

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$14,102 · 0.04%
2023$9,365 · 0.03%
2022$26,620 · 0.09%
Same employer
Similar plansProfessional & Technical Services · California
Dg Architects, Inc. Dga CA$40.2M · 0.30%
User Testing CA$40.0M · 0.09%
Blue River Technology LLC CA$39.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330900825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.