Plan Ledger DOL Form 5500 · updated monthly

Atb Administration LLC401(k)

ATB ADMINISTRATION RETIREMENT PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Atb Administration LLC reported $45,201 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $10,202 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 0.11% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 3,219th-largest of 9,483 plans among California employers on file, and 408th of 786 in management of companies. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,746,800
Participants with balances233
Active participants217
Employer contributions$2,213,864
Employee contributions$3,416,933
Employer contribution per active participant$10,202
Average account balance$101,918
Benefits paid to participants$1,394,486
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 233 accts · $2.2M emplr
2023$15.7M · 224 accts · $1.8M emplr
2022$9.0M · 189 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,315
Investment management$11,886
Total administrative$45,201
The Atb Administration LLC 401(k) match · 2024
Employer contribution per active participant$10,202
Median for plans this size$2,416
2024$10,202 per active participant
2023$8,296 per active participant
2022$6,424 per active participant

Atb Administration LLC's 2024 employer contribution ran above the $2,416 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 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$33,360
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,886

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$45,201 · 0.23%
2023$25,503 · 0.21%
2022$10,233 · 0.11%
Similar plansManagement of Companies · California
Palomar Holdings, Inc CA$32.0M · 0.01%
Jam City CA$30.0M · 0.05%
Sma America Holdings, LLC. CA$27.2M · 0.54%
Shapco Inc. CA$26.4M · 0.30%
Ctc Global Corporation CA$19.0M · 0.16%
Evertrust Bank CA$18.0M · 0.30%
Mega International, LLC CA$17.5M · 0.90%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 880628289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.