Plan Ledger DOL Form 5500 · updated monthly

Athletics Investment Group LLC dba Oakland Athletics Baseball Company401(k)

ATHLETICS INVESTMENT GROUP 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Athletics Investment Group LLC dba Oakland Athletics Baseball Company reported $71,791 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,052 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 0.23% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,137th-largest of 9,483 plans among California employers on file, and the 248th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has shrunk from 1,440 to 1,000 since 2022.

Plan summary
Net assets, end of year$40,114,342
Participants with balances518
Active participants1,000
Employer contributions$2,051,676
Employee contributions$2,026,636
Employer contribution per active participant$2,052
Average account balance$77,441
Benefits paid to participants$4,124,591
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.1M · 518 accts · $2.1M emplr
2023$35.4M · 553 accts · $1.5M emplr
2022$28.1M · 562 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,010
Investment management$6,781
Total administrative$71,791
The Athletics Investment Group LLC dba Oakland Athletics Baseball Company 401(k) match · 2024
Employer contribution per active participant$2,052
Median for plans this size$2,416
2024$2,052 per active participant
2023$997 per active participant
2022$975 per active participant

Athletics Investment Group LLC dba Oakland Athletics Baseball Company's 2024 employer contribution ran below the $2,416 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$71,385
CHARLES SCHWAB & CO., INC. · Securities brokerage$159

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$71,791 · 0.19%
2023$59,925 · 0.19%
2022$72,629 · 0.23%
Same employer
Similar plansArts, Entertainment & Recreation · California
Red Hawk Casino CA$44.1M · 0.09%
San Jose Sharks, LLC CA$39.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943232189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.