Plan Ledger DOL Form 5500 · updated monthly

Bear Robotics, Inc401(k)

BEAR ROBOTICS 401(K) PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Bear Robotics, Inc reported $27,309 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $7,135 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 1 year on file its reported administrative ratio fell from 0.53% to 0.44%. 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 (6,237th of 9,483), and 8,937th of 11,654 in professional & technical services. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,334,731
Participants with balances170
Active participants106
Employer contributions$756,361
Employee contributions$1,045,280
Employer contribution per active participant$7,135
Average account balance$43,145
Benefits paid to participants$641,009
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.3M · 170 accts · $756K emplr
2023$5.2M · 167 accts · $908K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,309
Total administrative$27,309
The Bear Robotics, Inc 401(k) match · 2024
Employer contribution per active participant$7,135
Median for plans this size$1,313
2024$7,135 per active participant
2023$6,881 per active participant

Bear Robotics, 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 · 20241

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

Recordkeeper by year2
2024John Hancock
2023DYATECH LLC

This plan has changed recordkeepers within these filings. If you left Bear Robotics, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$27,309 · 0.44%
2023$20,694 · 0.53%
Similar plansProfessional & Technical Services · California
Rani Therapeutics LLC CA$7.4M · 0.13%
Payjoy Inc CA$7.4M · 0.11%
Linkus Holdings, Inc. CA$7.4M · 0.00%
Lbc Holdings, Inc. CA$7.3M · 0.65%
Nauto, Inc. CA$7.3M · 0.42%
Wai & Connor, LLP CA$7.3M · 0.01%
Bitwarden Inc. CA$7.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821448110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.