Plan Ledger DOL Form 5500 · updated monthly

Albourne America LLC401(k)

ALBOURNE AMERICA LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Albourne America LLC reported $27,289 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,566 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 0.01% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,602nd-largest of 9,483 plans among California employers on file, and 3,036th of 4,798 in finance & insurance. In 2024, employees put in $8.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,252,939
Participants with balances155
Active participants123
Employer contributions$192,586
Employee contributions$1,592,128
Employer contribution per active participant$1,566
Average account balance$130,664
Benefits paid to participants$318,770
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS, GINI & O'CONNELL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 155 accts · $193K emplr
2023$16.3M · 153 accts · $200K emplr
2022$13.1M · 148 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,289
Total administrative$27,289
The Albourne America LLC 401(k) match · 2024
Employer contribution per active participant$1,566
Median for plans this size$2,416
2024$1,566 per active participant
2023$1,610 per active participant
2022$1,186 per active participant

Albourne America LLC's 2024 employer contribution ran below 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 · 20241
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$27,289

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$27,289 · 0.15%
2023$14,753 · 0.10%
2022$1,418 · 0.01%
Similar plansFinance & Insurance · California
Sierra Central Credit Union CA$20.4M · 0.41%
Sesloc Federal Credit Union CA$20.4M · 0.05%
Bac Community Bank CA$20.4M · 0.00%
Five Star Bank CA$20.3M · 0.03%
Lbs Financial Credit Union CA$20.1M · 0.07%
Lobel Financial CA$20.0M · 0.04%
Commonwealth Business Bank CA$20.0M · 0.22%
Dibuduo & Defendis CA$20.0M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 912164625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.