Plan Ledger DOL Form 5500 · updated monthly

Analytik Jena US LLC401(k)

ANALYTIK JENA US 401(K) PLAN · UPLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Analytik Jena US LLC reported $1,220 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,281 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 fell from 0.10% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,349th of 9,483), and 8,621st of 13,661 in manufacturing. In 2024, employees put in $3.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,367,925
Participants with balances125
Active participants102
Employer contributions$232,661
Employee contributions$777,414
Employer contribution per active participant$2,281
Average account balance$82,943
Benefits paid to participants$1,350,911
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 125 accts · $233K emplr
2023$9.6M · 120 accts · $128K emplr
2022$8.9M · 125 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,220
Total administrative$1,220
The Analytik Jena US LLC 401(k) match · 2024
Employer contribution per active participant$2,281
Median for plans this size$1,313
2024$2,281 per active participant
2023$1,268 per active participant
2022$1,305 per active participant

Analytik Jena US LLC'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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,420
ONEDIGITAL INVESTMENT ADVSRS · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$1,220 · 0.01%
2023$43,039 · 0.47%
2022$9,664 · 0.10%
Similar plansManufacturing · California
Fisker Group Inc. CA$10.5M · 0.15%
Everett Graphics, Inc. CA$10.5M · 0.48%
Apricot Designs, Inc. CA$10.4M · 0.06%
Aeye, Inc. CA$10.4M · 0.44%
True Organic Products, Inc. CA$10.3M · 0.12%
Delafield Corporation CA$10.3M · 0.63%
Flavor Producers, LLC CA$10.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205808067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.