Plan Ledger DOL Form 5500 · updated monthly

Bambee, Inc.401(k)

FORUS 401(K) · LOS ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.86%

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

Bambee, Inc. reported $21,111 in plan administrative expenses for 2023: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,178 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 rose from 0.67% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,890th of 9,483), and 10,570th of 11,654 in professional & technical services. In 2023, employees put in $2.39 for every $1.00 the employer contributed; active participation has shrunk from 130 to 66 since 2022.

Plan summary
Net assets, end of year$2,917,123
Participants with balances224
Active participants66
Employer contributions$341,739
Employee contributions$816,985
Employer contribution per active participant$5,178
Average account balance$13,023
Benefits paid to participants$658,984
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$2.5M · 71 accts
2024$2.8M · 179 accts
2023$2.9M · 224 accts · $342K emplr
2022$2.0M · 226 accts · $452K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,111
Total administrative$21,111
The Bambee, Inc. 401(k) match · 2023
Employer contribution per active participant$5,178
Median for plans this size$1,308
2023$5,178 per active participant
2022$3,473 per active participant

Bambee, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$11,863
FORUSALL ADVISORS, LLC · Contract administrator · Investment advisory (plan)$9,248

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

Recordkeeper by year3
2025AT RETIREMENT SERVICES, LLC
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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

Administrative cost history4
2025$21,697 · 0.82%
2024$20,138 · 0.71%
2023$21,111 · 0.86%
2022$10,729 · 0.67%
Same employer
Similar plansProfessional & Technical Services · California
Rodda Electric, Inc CA$3.0M · 1.39%
Flrish, Inc. CA$2.9M · 1.30%
Ahelas Inc. CA$2.9M · 1.78%
Calsoft Labs, Inc. CA$2.9M · 0.11%
Picsart, Inc. CA$2.9M · 0.14%
Human Standard, LLC CA$2.9M · 0.30%
Datanet IT CA$2.9M · 0.60%
Revolution Media, Inc. CA$2.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811907927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.