Plan Ledger DOL Form 5500 · updated monthly

Autox Technologies, Inc401(k)

AUTOX TECHNOLOGIES, INC RETIREMENT PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Autox Technologies, Inc reported $13,565 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,077 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 0.21%. 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 (6,325th of 9,483), and 9,035th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 55 to 42 since 2022.

Plan summary
Net assets, end of year$7,017,159
Participants with balances120
Active participants42
Employer contributions$381,246
Employee contributions$725,245
Employer contribution per active participant$9,077
Average account balance$58,476
Benefits paid to participants$1,246,471
Plan auditUnmodified (clean) audit opinion
AuditorTHONG YU WONG & LEE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 120 accts · $381K emplr
2023$6.1M · 144 accts · $394K emplr
2022$4.3M · 133 accts · $337K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,565
Total administrative$13,565
The Autox Technologies, Inc 401(k) match · 2024
Employer contribution per active participant$9,077
Median for plans this size$1,313
2024$9,077 per active participant
2023$5,706 per active participant
2022$6,135 per active participant

Autox Technologies, Inc'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 · 20243
TRANSITIONS FINANCE STRATEGIES · Other services$3,186
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants) · Investment advisory (plan)indirect comp
MORNINSTAR INVESTMENT MGMT · Investment advisory (participants)indirect comp

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$13,565 · 0.21%
2023$7,059 · 0.14%
2022$4,752 · 0.11%
Similar plansProfessional & Technical Services · California
Legacy Effects, LLC CA$7.1M · 0.56%
Semler Scientific, Inc. CA$7.1M · 0.19%
Styleseat, Inc. CA$7.1M · 0.03%
Rayzebio, Inc. CA$6.9M · 0.03%
Appomni, Inc. CA$6.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813490792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.