Plan Ledger DOL Form 5500 · updated monthly

Branch Messenger, Inc.401(k)

BRANCH 401(K) PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.69%

Branch Messenger, Inc. reported $53,976 in plan administrative expenses for 2025: 0.69% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,594th of 9,483), and 8,144th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$9,520,005
Participants with balances173
Active participants228
Employer contributions—
Employee contributions$1,679,858
Employer contribution per active participant—
Average account balance$55,029
Benefits paid to participants$802,774
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,976
Total administrative$53,976
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$15,646
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$18,773

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

Administrative cost history1
2025$53,976 · 0.69%
Same employer
Similar plansProfessional & Technical Services · California
Citrine Informatics, Inc. CA$9.5M · 0.02%
Child Start, Inc. CA$9.5M · 0.57%
Drizly LLC CA$9.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472085849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.