Plan Ledger DOL Form 5500 · updated monthly

Ardenbrook, Inc.401(k)

ARDENBROOK, INC. 401(K) PLAN · FREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Ardenbrook, Inc. reported $9,321 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,196 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 has held roughly steady near 0.17%. 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 (6,855th of 9,483), and 1,460th of 2,096 in real estate & leasing. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 93 to 120 since 2022.

Plan summary
Net assets, end of year$5,457,184
Participants with balances129
Active participants120
Employer contributions$143,498
Employee contributions$310,062
Employer contribution per active participant$1,196
Average account balance$42,304
Benefits paid to participants$943,873
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 129 accts · $143K emplr
2023$5.4M · 119 accts · $121K emplr
2022$4.3M · 110 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,321
Total administrative$9,321
The Ardenbrook, Inc. 401(k) match · 2024
Employer contribution per active participant$1,196
Median for plans this size$1,313
2024$1,196 per active participant
2023$1,202 per active participant
2022$1,356 per active participant

Ardenbrook, Inc.'s 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,321

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$9,321 · 0.17%
2023$12,386 · 0.26%
2022$8,259 · 0.18%
Similar plansReal Estate & Leasing · California
Martis Camp Club CA$5.7M · 0.59%
Manco Abbott, Inc. CA$5.7M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943141434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.