Plan Ledger DOL Form 5500 · updated monthly

Astreya Partners, LLC401(k)

ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST · CARSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Astreya Partners, LLC reported $81,050 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.347%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,990th-largest of 9,483 plans among California employers on file, and the 4,593rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$26,190,673
Participants with balances629
Active participants976
Employer contributions$0
Employee contributions$4,462,992
Employer contribution per active participant$0
Average account balance$41,639
Benefits paid to participants$2,448,139
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 629 accts
2023$20.5M · 609 accts
2022$15.2M · 635 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,873
Investment management$10,177
Total administrative$81,050
The Astreya Partners, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Astreya Partners, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,873
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,177

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$81,050 · 0.35%
2023$61,564 · 0.35%
2022$52,601 · 0.35%
Same employer
Similar plansProfessional & Technical Services · California
Mitek Systems, Inc. CA$26.4M · 0.19%
Osi Digital, Inc. CA$26.4M · 0.15%
Exabeam, Inc. CA$26.4M · 0.18%
Tait & Associates, Inc. CA$26.4M · 0.23%
Plume Design, Inc. CA$26.2M · 0.08%
Melissa Data Corporation CA$26.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770570107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.