Plan Ledger DOL Form 5500 · updated monthly

Agendia, Inc.401(k)

AGENDIA, INC. 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Agendia, Inc. reported $17,927 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,050 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 fell from 0.16% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,866th-largest of 9,483 plans among California employers on file, and the 3,929th of 11,911 in health care & social assistance. In 2024, employees put in $3.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,255,904
Participants with balances213
Active participants174
Employer contributions$530,629
Employee contributions$1,744,695
Employer contribution per active participant$3,050
Average account balance$85,708
Benefits paid to participants$1,582,668
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 213 accts · $531K emplr
2023$15.0M · 209 accts · $470K emplr
2022$14.1M · 213 accts · $576K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,927
Total administrative$17,927
The Agendia, Inc. 401(k) match · 2024
Employer contribution per active participant$3,050
Median for plans this size$2,416
2024$3,050 per active participant
2023$3,013 per active participant
2022$3,580 per active participant

Agendia, 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 · 20243
NATIONWIDE · Recordkeepingindirect comp
FUTUREPLAN BY ASCENSUS · Consultingindirect comp
LEAFHOUSE FINANCIAL ADVISORS LLC · Investment managementindirect 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
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$17,927 · 0.11%
2023$23,905 · 0.16%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · California
Waymakers CA$18.6M · 0.58%
Kings View CA$18.2M · 0.11%
Altura Centers for Health CA$18.1M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262136244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.