Plan Ledger DOL Form 5500 · updated monthly

Atosa USA, Inc. dba401(k)

ATOSA USA, INC. 401(K) PLAN · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Atosa USA, Inc. dba reported $13,334 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,385 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,090th of 9,483), and 10,714th of 11,654 in professional & technical services. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,484,735
Participants with balances163
Active participants117
Employer contributions$279,066
Employee contributions$680,742
Employer contribution per active participant$2,385
Average account balance$15,244
Benefits paid to participants$172,979
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,249
Investment management$6,085
Total administrative$13,334
The Atosa USA, Inc. dba 401(k) match · 2024
Employer contribution per active participant$2,385
Median for plans this size$1,313

Atosa USA, Inc. dba's 2024 employer contribution ran above the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$2,814
BANK OF AMERICA NA · Investment advisory (plan)$6,085

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

Administrative cost history1
2024$13,334 · 0.67%
Same employer
Similar plansProfessional & Technical Services · California
Leadqual, LLC CA$2.6M · 0.11%
Plug & Play, LLC CA$2.5M · 0.22%
Fdc Management, Inc. CA$2.5M · 0.59%
Flexton, Inc. CA$2.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800865491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.