Plan Ledger DOL Form 5500 · updated monthly

Amusement Industry, Inc.401(k)

AMUSEMENT 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Amusement Industry, Inc. reported $59,410 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $473 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 0.32% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (5,957th of 9,483), and 1,239th of 2,096 in real estate & leasing. In 2024, employees put in $6.84 for every $1.00 the employer contributed; active participation has grown from 200 to 257 since 2022.

Plan summary
Net assets, end of year$8,199,688
Participants with balances298
Active participants257
Employer contributions$121,579
Employee contributions$831,193
Employer contribution per active participant$473
Average account balance$27,516
Benefits paid to participants$429,089
Plan auditUnmodified (clean) audit opinion
AuditorHARPER AND HARPER
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 298 accts · $122K emplr
2023$6.9M · 281 accts · $169K emplr
2022$5.5M · 313 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,553
Investment management$28,857
Total administrative$59,410
The Amusement Industry, Inc. 401(k) match · 2024
Employer contribution per active participant$473
Median for plans this size$1,313
2024$473 per active participant
2023$712 per active participant
2022$510 per active participant

Amusement Industry, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
MORGAN STANLEY · Investment advisory (plan)$22,371
PATRICK HARPER CPA INC · Accounting / audit$6,000
EMPOWER ADVISORY GROUP, LLC · Investment management$486

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$59,410 · 0.79%
2023$36,115 · 0.58%
2022$18,060 · 0.32%
Same employer
Similar plansReal Estate & Leasing · California
Housecanary Inc. CA$8.9M · 0.35%
Baco Realty Corporation CA$8.0M · 3.69%
Ray Stone Incorporated CA$8.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942432371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.