Plan Ledger DOL Form 5500 · updated monthly

Autofi, Inc.401(k)

AUTOFI 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Autofi, Inc. reported $8,041 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.12% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,306th of 9,483), and 1,717th of 2,199 in information & media. active participation has shrunk from 190 to 153 since 2022.

Plan summary
Net assets, end of year$7,086,557
Participants with balances231
Active participants153
Employer contributions$0
Employee contributions$1,263,708
Employer contribution per active participant$0
Average account balance$30,678
Benefits paid to participants$833,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 231 accts
2023$5.5M · 205 accts
2022$3.6M · 241 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,160
Investment management$4,881
Total administrative$8,041
The Autofi, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Autofi, Inc.'s 2024 employer contribution ran below the $1,313 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$7,258
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,041 · 0.13%
2023$6,003 · 0.13%
2022$3,666 · 0.12%
Same employer
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Swiftly, Inc CA$7.4M · 0.21%
Health Data Vision, Inc. CA$7.3M · 0.24%
Whip Networks, Inc. CA$7.1M · 0.03%
Nile Global, Inc CA$7.1M · 0.10%
Orbital Insight, Inc. CA$6.9M · 0.18%
Edi Health Group, Inc. CA$6.8M · 0.05%
Sonoma Media Investments CA$6.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474161798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.