Plan Ledger DOL Form 5500 · updated monthly

Cokeva Inc401(k)

COKEVA, INC. 401(K) RETIREMENT PLAN · ROSEVILLE, CA · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Cokeva Inc reported $74,938 in plan administrative expenses for 2023: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $997 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 0.45%. 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 3,936th-largest of 9,483 plans among California employers on file, and 5,954th of 11,654 in professional & technical services. In 2023, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,819,647
Participants with balances183
Active participants227
Employer contributions$226,235
Employee contributions$787,464
Employer contribution per active participant$997
Average account balance$97,375
Benefits paid to participants$1,135,726
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$17.8M · 183 accts · $226K emplr
2022$15.5M · 192 accts · $239K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,817
Investment management$44,121
Total administrative$74,938
The Cokeva Inc 401(k) match · 2023
Employer contribution per active participant$997
Median for plans this size$2,440
2023$997 per active participant
2022$1,077 per active participant

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

Service providers · 20232
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$30,817
MILLENNIUM INVESTMENT & RETIREMENT · Investment advisory (plan)$43,288

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

Administrative cost history2
2023$74,938 · 0.45%
2022$73,423 · 0.43%
Same employer
Similar plansProfessional & Technical Services · California
Duarte Communications, Inc. CA$17.9M · 0.63%
Kateeva, Inc CA$17.9M · 0.18%
Pacific Legal Foundation CA$17.8M · 0.01%
Silvaco, Inc. CA$17.8M · 0.30%
Kong, Inc. CA$17.8M · 0.27%
Rock Paper Scissors, LLC CA$17.8M · 0.41%
Phenomebio Inc. CA$17.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680371656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.