Plan Ledger DOL Form 5500 · updated monthly

Chronicle Books, LLC401(k)

CHRONICLE BOOKS RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Chronicle Books, LLC reported $87,632 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,792 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 1 year on file its reported administrative ratio fell from 0.16% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 1,517th-largest of 9,483 plans among California employers on file, and the 451st of 2,199 in information & media. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,661,601
Participants with balances375
Active participants229
Employer contributions$868,347
Employee contributions$2,272,940
Employer contribution per active participant$3,792
Average account balance$161,764
Benefits paid to participants$7,287,876
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$60.7M · 375 accts · $868K emplr
2023$57.2M · 371 accts · $792K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,270
Investment management$46,362
Total administrative$87,632
The Chronicle Books, LLC 401(k) match · 2024
Employer contribution per active participant$3,792
Median for plans this size$3,635
2024$3,792 per active participant
2023$3,519 per active participant

Chronicle Books, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,270
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$27,083
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$15,000

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

Administrative cost history2
2024$87,632 · 0.15%
2023$81,770 · 0.16%
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On 24, Inc CA$59.4M · 0.00%
Grammarly, Inc. CA$58.9M · 0.09%
Sag Aftra CA$58.1M
Streamland Media LLC CA$57.6M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943347649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.