Plan Ledger DOL Form 5500 · updated monthly

Amy's Kitchen, Inc.401(k)

AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN · PETALUMA, CA · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Amy's Kitchen, Inc. reported $336,037 in plan administrative expenses for 2025: 0.21% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,103 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 3 years on file its reported administrative ratio fell from 0.26% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 661st-largest of 9,483 plans among California employers on file, and the 1,348th of 13,661 in manufacturing. In 2025, employees put in $2.08 for every $1.00 the employer contributed; active participation has shrunk from 2,573 to 1,973 since 2022.

Plan summary
Net assets, end of year$161,266,127
Participants with balances3,071
Active participants1,973
Employer contributions$4,148,566
Employee contributions$8,628,659
Employer contribution per active participant$2,103
Average account balance$52,513
Benefits paid to participants$31,819,673
Plan auditUnmodified (clean) audit opinion
AuditorMETZ CPA, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$161.3M · 3,071 accts · $4.1M emplr
2024$158.8M · 3,605 accts · $4.7M emplr
2023$141.1M · 3,482 accts · $4.9M emplr
2022$123.0M · 3,574 accts · $4.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$278,037
Investment management$45,000
Total administrative$336,037
The Amy's Kitchen, Inc. 401(k) match · 2025
Employer contribution per active participant$2,103
Median for plans this size$4,093
2025$2,103 per active participant
2024$2,324 per active participant
2023$2,175 per active participant
2022$1,863 per active participant

Amy's Kitchen, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$278,037
OSAIC WEALTH, INC · Consulting · Insurance services$45,000
METZ CPA, LLC · Accounting / audit$13,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$336,037 · 0.21%
2024$308,437 · 0.21%
2023$277,529 · 0.21%
2022$342,555 · 0.26%
Same employer
Similar plansManufacturing · California
Aspire Bakeries LLC CA$168.2M · 0.17%
Karoun Dairies, LLC CA$163.8M · 0.16%
Blue Diamond Growers CA$162.0M · 0.12%
Georg Fischer Signet LLC CA$159.1M · 0.13%
Basic American, Inc. CA$158.6M · 0.33%
Sunpower Corporation CA$155.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680154899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.