Plan Ledger DOL Form 5500 · updated monthly

Booknook, Inc.401(k)

BOOKNOOK 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Booknook, Inc. reported $13,879 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $3,784 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 has held roughly steady near 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,687th of 9,483), and 2,684th of 3,091 in educational services. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,333,299
Participants with balances104
Active participants56
Employer contributions$211,919
Employee contributions$589,367
Employer contribution per active participant$3,784
Average account balance$32,051
Benefits paid to participants$616,550
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.3M · 104 accts · $212K emplr
2023$2.8M · 151 accts · $326K emplr
Administrative expenses, itemized · 2024
Investment management$13,879
Total administrative$13,879
The Booknook, Inc. 401(k) match · 2024
Employer contribution per active participant$3,784
Median for plans this size$1,313
2024$3,784 per active participant
2023$5,020 per active participant

Booknook, 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
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$13,879

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

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

Administrative cost history2
2024$13,879 · 0.46%
2023$10,254 · 0.44%
Similar plansEducational Services · California
Asher College CA$3.6M · 0.15%
Galileo Learning, LLC CA$3.4M · 0.48%
Magoosh CA$3.4M · 0.14%
Morgan Autism Center CA$3.1M · 0.01%
Trinity Youth Services CA$3.0M · 0.62%
Peer Health Exchange, Inc CA$3.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814190324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.