Plan Ledger DOL Form 5500 · updated monthly

Amazing Facts International401(k)

AMAZING FACTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST · GRANITE BAY, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Amazing Facts International reported $36,605 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $5,257 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 has held roughly steady near 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,121st of 9,483), and 8,802nd of 11,654 in professional & technical services. In 2024, the employer put in $1.68 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,659,607
Participants with balances142
Active participants110
Employer contributions$578,268
Employee contributions$343,453
Employer contribution per active participant$5,257
Average account balance$53,941
Benefits paid to participants$137,292
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.7M · 142 accts · $578K emplr
2023$6.2M · 134 accts · $543K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,675
Investment management$23,070
Trustee / custodial$860
Total administrative$36,605
The Amazing Facts International 401(k) match · 2024
Employer contribution per active participant$5,257
Median for plans this size$1,313
2024$5,257 per active participant
2023$5,217 per active participant

Amazing Facts International's 2024 employer contribution ran above the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$12,827
UBS FINANCIAL SERVICES, INC.RPCS · Investment advisory (participants)$23,070

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

Recordkeeper by year2
2024Paychex
2023Paychex, UBS

This plan has changed recordkeepers within these filings. If you left Amazing Facts International before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$36,605 · 0.53%
2023$29,361 · 0.51%
Similar plansProfessional & Technical Services · California
Ghost Locomotion Inc. CA$7.8M · 0.44%
Kuiu LLC CA$7.7M · 0.86%
Materia, Inc. CA$7.7M · 0.53%
Atreca, Inc. CA$7.6M · 0.32%
Fuseproject CA$7.6M · 0.00%
Feedzai, Inc CA$7.6M · 0.05%
Legion Technologies Inc CA$7.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822966470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.