Plan Ledger DOL Form 5500 · updated monthly

Balanced Body Inc.401(k)

BALANCED BODY 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Balanced Body Inc. reported $54,389 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,881 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 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 3,902nd-largest of 9,483 plans among California employers on file, and the 1,618th of 5,215 in retail trade. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 277 to 321 since 2022.

Plan summary
Net assets, end of year$18,013,485
Participants with balances347
Active participants321
Employer contributions$603,856
Employee contributions$992,480
Employer contribution per active participant$1,881
Average account balance$51,912
Benefits paid to participants$659,511
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 347 accts · $604K emplr
2023$14.5M · 290 accts · $523K emplr
2022$10.9M · 293 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,953
Investment management$10,436
Audit (IQPA)$12,000
Total administrative$54,389
The Balanced Body Inc. 401(k) match · 2024
Employer contribution per active participant$1,881
Median for plans this size$2,416
2024$1,881 per active participant
2023$2,068 per active participant
2022$1,723 per active participant

Balanced Body Inc.'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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$31,953
BFBA, LLP · Accounting / audit$12,000
MONARCH PLAN ADVISORS · Investment advisory (plan)$10,436

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$54,389 · 0.33%
2023$41,151 · 0.32%
2022$40,555 · 0.34%
Same employer
Similar plansRetail Trade · California
Knight Holdings, Inc. CA$18.2M · 0.09%
Redbubble Inc. CA$18.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680291136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.