Plan Ledger DOL Form 5500 · updated monthly

Ah Capital Management, L.L.C.401(k)

AH CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Ah Capital Management, L.L.C. reported $222,157 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,486 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 0.23% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,039th-largest of 9,483 plans among California employers on file, and the 1,031st of 4,798 in finance & insurance. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 492 to 560 since 2022.

Plan summary
Net assets, end of year$96,327,719
Participants with balances758
Active participants560
Employer contributions$7,552,179
Employee contributions$9,259,665
Employer contribution per active participant$13,486
Average account balance$127,081
Benefits paid to participants$3,492,621
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.3M · 758 accts · $7.6M emplr
2023$70.3M · 708 accts · $7.0M emplr
2022$46.2M · 639 accts · $5.4M emplr
The Ah Capital Management, L.L.C. 401(k) match · 2024
Employer contribution per active participant$13,486
Median for plans this size$3,635
2024$13,486 per active participant
2023$13,120 per active participant
2022$10,911 per active participant

Ah Capital Management, L.L.C.'s 2024 employer contribution ran above the $3,635 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$108,175
HICKS PENSION SERVICES · Contract administrator$4,650

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$222,157 · 0.27%
2023$177,460 · 0.30%
2022$99,212 · 0.23%
Same employer
Similar plansFinance & Insurance · California
Stepstone Group LP CA$101.0M · 0.02%
Mission Federal Credit Union CA$100.7M · 0.15%
Safe Credit Union CA$97.1M · 0.23%
First Foundation Inc. CA$94.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270351217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.