Plan Ledger DOL Form 5500 · updated monthly

Appriss Retail401(k)

APPRISS RETAIL 401(K) SAVINGS PLAN · IRVINE, CA · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Appriss Retail reported $6,756 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,613 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 0.00% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 3,427th-largest of 9,483 plans among California employers on file, and the 980th of 2,199 in information & media. In 2025, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 112 to 125 since 2023.

Plan summary
Net assets, end of year$21,753,151
Participants with balances147
Active participants125
Employer contributions$701,571
Employee contributions$1,764,109
Employer contribution per active participant$5,613
Average account balance$147,981
Benefits paid to participants$2,365,024
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$21.8M · 147 accts · $702K emplr
2024$18.1M · 141 accts · $621K emplr
2023$15.1M · 143 accts · $176K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,864
Investment management$892
Total administrative$6,756
The Appriss Retail 401(k) match · 2025
Employer contribution per active participant$5,613
Median for plans this size$2,666
2025$5,613 per active participant
2024$5,010 per active participant
2023$1,573 per active participant

Appriss Retail's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,864

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

Administrative cost history3
2025$6,756 · 0.03%
2024$4,457 · 0.03%
2023$726 · 0.00%
Same employer
Similar plansInformation & Media · California
1105 Media Inc. CA$22.7M · 0.04%
Common Sense Media CA$22.5M · 0.10%
POINT.360 CA$22.3M · 0.45%
Vitria Technology, Inc. CA$21.9M · 0.26%
PAC-12 Enterprises, LLC CA$21.6M · 0.30%
Bitgo, Inc. CA$21.5M · 0.08%
Advanced Systems Group, LLC CA$21.0M · 0.46%
Sift Science, Inc. CA$20.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330843994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.