Plan Ledger DOL Form 5500 · updated monthly

Collectors Universe, Inc.401(k)

COLLECTORS UNIVERSE, INC. 401(K) PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Collectors Universe, Inc. reported $125,058 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,276 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 0.28% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,029th-largest of 9,483 plans among California employers on file, and the 3,159th of 11,654 in professional & technical services. In 2024, employees put in $2.71 for every $1.00 the employer contributed; active participation has grown from 1,501 to 1,766 since 2022.

Plan summary
Net assets, end of year$42,501,532
Participants with balances994
Active participants1,766
Employer contributions$2,253,872
Employee contributions$6,114,187
Employer contribution per active participant$1,276
Average account balance$42,758
Benefits paid to participants$3,129,144
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.5M · 994 accts · $2.3M emplr
2023$31.5M · 818 accts · $1.9M emplr
2022$21.2M · 660 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,686
Investment management$103,372
Total administrative$125,058
The Collectors Universe, Inc. 401(k) match · 2024
Employer contribution per active participant$1,276
Median for plans this size$2,416
2024$1,276 per active participant
2023$1,128 per active participant
2022$973 per active participant

Collectors Universe, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MMA SECURITIES LLC · Investment advisory (plan)$62,072
EMPOWER ADVISORY GROUP, LLC · Investment management$41,300

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$125,058 · 0.34%
2023$84,203 · 0.32%
2022$58,554 · 0.28%
Same employer
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Aechelon Technology, Inc. CA$42.7M · 0.01%
LIFE360, Inc. CA$42.7M · 0.02%
Mazzetti, Inc. CA$42.6M · 0.16%
Gong.Io Inc. CA$42.5M · 0.08%
Murchison & Cumming, LLP CA$42.5M · 0.17%
Nexon America, Inc. CA$42.4M · 0.33%
Viant Technology LLC CA$42.2M · 0.18%
Revolution Medicines, Inc. CA$42.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330846191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.