Plan Ledger DOL Form 5500 · updated monthly

Alchemee, LLC401(k)

ALCHEMEE 401(K) PLAN · SANTA MONICA, CA · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Alchemee, LLC reported $51,405 in plan administrative expenses for 2023: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $54,701 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (5,056th of 9,483), and 541st of 786 in management of companies. In 2023, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,632,390
Participants with balances140
Active participants19
Employer contributions$1,039,310
Employee contributions$964,792
Employer contribution per active participant$54,701
Average account balance$83,089
Benefits paid to participants$2,941,111
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$11.6M · 140 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,008
Investment management$32,397
Total administrative$51,405
The Alchemee, LLC 401(k) match · 2023
Employer contribution per active participant$54,701
Median for plans this size$2,440

Alchemee, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$19,008
CAP FINANCIAL PARTNERS · Investment advisory (plan)$25,000
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$7,397

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

Administrative cost history2
2024Not separately reported
2023$51,405 · 0.46%
Similar plansManagement of Companies · California
Opm Services, LLC CA$13.0M · 0.50%
Friesen Group Inc. CA$13.0M · 0.03%
Cwr Industries, Inc. CA$12.6M · 0.03%
Cfp Fire Protection, Inc. CA$10.4M · 0.22%
Campus Hollywood, Inc. CA$6.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811815701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.