Plan Ledger DOL Form 5500 · updated monthly

Amigo Baby Inc401(k)

AMIGO BABY 401K PROFIT SHARING PLAN · THOUSAND OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Amigo Baby Inc reported $1,850 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,728 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,147th of 9,483), and 6,619th of 11,911 in health care & social assistance. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,600,504
Participants with balances151
Active participants220
Employer contributions$380,172
Employee contributions$670,967
Employer contribution per active participant$1,728
Average account balance$50,334
Benefits paid to participants$309,625
Plan auditUnmodified (clean) audit opinion
AuditorBARTLETT, PRINGLE AND WOLF, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,850
Total administrative$1,850
The Amigo Baby Inc 401(k) match · 2024
Employer contribution per active participant$1,728
Median for plans this size$1,313

Amigo Baby Inc's 2024 employer contribution ran above the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$1,850
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY · Other servicesindirect comp

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$1,850 · 0.03%
Similar plansHealth Care & Social Assistance · California
Rollinsnelson Grp, LLC CA$7.7M · 0.99%
Villa Esperanza Services CA$7.6M · 0.95%
Solheim Lutheran Home CA$7.5M · 0.84%
Dhillon Healthcare Group CA$7.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141907979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.