Plan Ledger DOL Form 5500 · updated monthly

Bevy Labs, Inc.401(k)

BEVY LABS, INC. 401(K) PLAN · PALO ALTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Bevy Labs, Inc. reported $4,133 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.17% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (8,359th of 9,483), and 2,097th of 2,199 in information & media.

Plan summary
Net assets, end of year$1,867,239
Participants with balances95
Active participants39
Employer contributions$0
Employee contributions$372,767
Employer contribution per active participant$0
Average account balance$19,655
Benefits paid to participants$372,687
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.9M · 95 accts
2022$1.4M · 142 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,896
Investment management$1,237
Total administrative$4,133
The Bevy Labs, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

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

Administrative cost history2
2023$4,133 · 0.25%
2022$2,256 · 0.17%
Similar plansInformation & Media · California
Akido Labs, Inc. CA$2.4M · 0.16%
Buildzoom Inc CA$2.2M · 0.99%
Gosite, Inc CA$2.2M · 0.05%
Broadly Inc. CA$2.2M · 0.35%
Stage 29 Productions, LLC CA$1.9M · 0.83%
Community.com CA$1.9M · 0.23%
X.Ai Corp CA$1.8M · 0.04%
Filmtools Inc. CA$1.6M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 815312226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.