Plan Ledger DOL Form 5500 · updated monthly

Branded Group, Inc.401(k)

BRANDED GROUP RETIREMENT READINESS 401(K) PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
1.46%

Branded Group, Inc. reported $37,671 in plan administrative expenses for 2024: 1.46% of average plan assets, higher than ~90% of peers. 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 0.80% to 1.46%. 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 (7,937th of 9,483), and 10,602nd of 11,654 in professional & technical services. active participation has shrunk from 200 to 152 since 2022.

Plan summary
Net assets, end of year$2,824,932
Participants with balances158
Active participants152
Employer contributions—
Employee contributions$527,611
Employer contribution per active participant—
Average account balance$17,879
Benefits paid to participants$329,199
Plan auditQualified audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 158 accts
2023$2.3M · 173 accts · $130K emplr
2022$1.7M · 201 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,842
Investment management$6,129
Audit (IQPA)$14,700
Total administrative$37,671
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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,842
MACIA GINI & O'CONNELL LLP · Accounting / audit$14,700
NORTHWESTERN MUTUAL WEALTH MGMT · Investment advisory (plan)$6,129

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$37,671 · 1.46%
2023$19,729 · 0.98%
2022$12,168 · 0.80%
Same employer
Similar plansProfessional & Technical Services · California
Human Standard, LLC CA$2.9M · 0.30%
Datanet IT CA$2.9M · 0.60%
Revolution Media, Inc. CA$2.9M · 0.57%
West Coast Services LLC CA$2.8M · 0.90%
Klearnow Corporation CA$2.8M · 1.28%
Red Oak Tech, Inc. CA$2.8M · 0.77%
Parsable, Inc. CA$2.7M · 0.58%
Apn Software Services CA$2.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464559959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.