Plan Ledger DOL Form 5500 · updated monthly

Affirma, LLC401(k)

AFFIRMA, LLC 401(K) PLAN · BELLEVUE, WA · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Affirma, LLC reported $4,470 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,874 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 1 year on file its reported administrative ratio rose from 0.015% to 0.020%. 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 592nd-largest of 1,714 plans among Washington employers on file, and the 4,713th of 11,654 in professional & technical services. In 2025, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,299,295
Participants with balances337
Active participants223
Employer contributions$863,830
Employee contributions$1,756,602
Employer contribution per active participant$3,874
Average account balance$75,072
Benefits paid to participants$1,341,675
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$25.3M · 337 accts · $864K emplr
2024$20.1M · 363 accts · $941K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,470
Total administrative$4,470
The Affirma, LLC 401(k) match · 2025
Employer contribution per active participant$3,874
Median for plans this size$2,666
2025$3,874 per active participant
2024$4,021 per active participant

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

Service providers · 20251
THE VANGUARD GROUP, INC. · Recordkeeping$4,470

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

Recordkeeper by year2
2025Vanguard
2024Vanguard

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Administrative cost history2
2025$4,470 · 0.02%
2024$2,745 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Washington
Ahbl, Inc. WA$26.6M · 0.15%
Amperity, Inc. WA$26.4M · 0.08%
Rec Room Inc. WA$25.4M · 0.10%
Bridge Partners, LLC WA$25.3M · 0.12%
Sage Bionetworks WA$25.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270019536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.