Plan Ledger DOL Form 5500 · updated monthly

Blind Squirrel Entertainment I401(k)

BLIND SQUIRREL ENTERTAINMENT I 401(K) PROFIT SHARING PLAN & TRUST · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Blind Squirrel Entertainment I reported $41,885 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,796 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 0.58% to 0.91%. 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 (6,982nd of 9,483), and 9,780th of 11,654 in professional & technical services. In 2024, employees put in $6.13 for every $1.00 the employer contributed; active participation has shrunk from 134 to 73 since 2022.

Plan summary
Net assets, end of year$5,058,512
Participants with balances227
Active participants73
Employer contributions$131,122
Employee contributions$803,833
Employer contribution per active participant$1,796
Average account balance$22,284
Benefits paid to participants$581,859
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 227 accts · $131K emplr
2023$4.1M · 231 accts · $145K emplr
2022$2.8M · 257 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,451
Investment management$29,574
Trustee / custodial$860
Total administrative$41,885
The Blind Squirrel Entertainment I 401(k) match · 2024
Employer contribution per active participant$1,796
Median for plans this size$1,313
2024$1,796 per active participant
2023$1,275 per active participant
2022$933 per active participant

Blind Squirrel Entertainment I's 2024 employer contribution ran above the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$11,711
RAYMOND JAMES & ASSOCIATES, INC. · Investment advisory (participants)$25,610

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

Recordkeeper by year2
2024Paychex
2023Paychex, UBS

This plan has changed recordkeepers within these filings. If you left Blind Squirrel Entertainment I 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 history3
2024$41,885 · 0.91%
2023$20,233 · 0.59%
2022$15,036 · 0.58%
Similar plansProfessional & Technical Services · California
Truvian Sciences, Inc. CA$5.1M · 1.05%
Klientboost Performance CA$5.1M · 0.13%
Kitchen Mart Inc CA$5.1M · 1.01%
Luster National Inc. CA$5.0M · 0.07%
Akraya Inc CA$5.0M · 0.38%
Kindersystems, Inc. CA$5.0M · 0.44%
Luminate Data LLC CA$5.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810913113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.