Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees Ara 401K Savings Plan401(k)

ARA 401K SAVINGS PLAN · ALAMEDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

Board of Trustees Ara 401K Savings Plan reported $17,966 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. 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 0.31% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (7,771st of 9,483), and 2,024th of 2,199 in information & media. active participation has shrunk from 40 to 20 since 2022.

Plan summary
Net assets, end of year$3,151,936
Participants with balances44
Active participants20
Employer contributions—
Employee contributions$209,979
Employer contribution per active participant—
Average account balance$71,635
Benefits paid to participants$360,125
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 44 accts
2023$3.0M · 46 accts
2022$2.7M · 49 accts
Administrative expenses, itemized · 2024
Audit (IQPA)$6,502
Total administrative$17,966
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
BALDWIN MOFFITT BEHM LLP · Accounting / audit$6,502

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$17,966 · 0.58%
2023$16,644 · 0.58%
2022$9,335 · 0.31%
Similar plansInformation & Media · California
Aclima Inc. CA$3.2M · 0.92%
Bftv Inc. dba First Media CA$3.2M · 0.98%
Upkeep Technologies, Inc CA$3.2M · 0.11%
Caffeine.Tv CA$2.7M · 0.24%
Create Music Group Inc CA$2.6M · 0.63%
Bicoastal Media LLC CA$2.6M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860751931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.