Plan Ledger DOL Form 5500 · updated monthly

Alfred E. Mann Foundation for Scientific Research401(k)

MANN PARTNERS 401(K) RETIREMENT PLAN · SANTA CLARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Alfred E. Mann Foundation for Scientific Research reported $31,891 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $3,919 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 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,840th-largest of 9,483 plans among California employers on file, and 5,837th of 11,654 in professional & technical services. In 2024, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,436,619
Participants with balances156
Active participants107
Employer contributions$419,380
Employee contributions$1,663,935
Employer contribution per active participant$3,919
Average account balance$118,183
Benefits paid to participants$2,084,733
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,394
Investment management$12,497
Total administrative$31,891
The Alfred E. Mann Foundation for Scientific Research 401(k) match · 2024
Employer contribution per active participant$3,919
Median for plans this size$2,416

Alfred E. Mann Foundation for Scientific Research'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,394
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$7,290
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$5,207

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

Administrative cost history1
2024$31,891 · 0.18%
Same employer
Similar plansProfessional & Technical Services · California
Caribou Biosciences, Inc. CA$18.5M · 0.04%
Tca Architects, Inc. CA$18.5M · 0.48%
Zoho Corporation CA$18.4M · 0.19%
Singlestore, Inc. CA$18.4M · 0.06%
RDC-S111, Inc. CA$18.4M · 0.25%
Simulstat, Inc. CA$18.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954002032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.