Plan Ledger DOL Form 5500 · updated monthly

Bristlecone, Inc.401(k)

BRISTLECONE 401(K) PLAN · SAN JOSE, CA · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Bristlecone, Inc. reported $49,233 in plan administrative expenses for 2023: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,027 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 0.42% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,678th-largest of 9,483 plans among California employers on file, and 6,977th of 11,654 in professional & technical services. In 2023, employees put in $6.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,432,708
Participants with balances113
Active participants101
Employer contributions$204,737
Employee contributions$1,241,622
Employer contribution per active participant$2,027
Average account balance$118,874
Benefits paid to participants$1,116,230
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 123 accts · $159K emplr
2023$13.4M · 113 accts · $205K emplr
2022$10.4M · 116 accts · $211K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,558
Investment management$32,675
Total administrative$49,233
The Bristlecone, Inc. 401(k) match · 2023
Employer contribution per active participant$2,027
Median for plans this size$2,440
2024$1,065 per active participant
2023$2,027 per active participant
2022$1,920 per active participant

Bristlecone, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$27,927
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,558
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$4,749

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$58,245 · 0.44%
2023$49,233 · 0.41%
2022$46,834 · 0.42%
Same employer
Similar plansProfessional & Technical Services · California
Highbury Defense Group CA$13.5M · 0.56%
Epirus, Inc. CA$13.5M · 0.32%
Sb Architects CA$13.4M · 0.48%
Tanvex Biopharma USA, Inc. CA$13.4M · 0.43%
Project Affinity, Inc. CA$13.4M · 0.34%
Duetto Research, Inc. CA$13.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770485545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.