Plan Ledger DOL Form 5500 · updated monthly

Coolsys, Inc.401(k)

COOLSYS, INC. 401(K) PLAN · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Coolsys, Inc. reported $362,337 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,917 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 fell from 0.19% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 533rd-largest of 9,483 plans among California employers on file, and the 75th of 3,341 in other services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 2,954 to 3,686 since 2022.

Plan summary
Net assets, end of year$219,348,292
Participants with balances4,007
Active participants3,686
Employer contributions$10,752,649
Employee contributions$21,535,329
Employer contribution per active participant$2,917
Average account balance$54,741
Benefits paid to participants$27,548,078
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$219.3M · 4,007 accts · $10.8M emplr
2023$183.9M · 3,710 accts · $9.6M emplr
2022$148.7M · 3,394 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$317,454
Investment management$44,883
Total administrative$362,337
The Coolsys, Inc. 401(k) match · 2024
Employer contribution per active participant$2,917
Median for plans this size$3,635
2024$2,917 per active participant
2023$3,157 per active participant
2022$2,174 per active participant

Coolsys, Inc.'s 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$317,454
SERENITY INVESTMENT ADVISORS · Investment advisory (plan)$44,884

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$362,337 · 0.18%
2023$315,335 · 0.19%
2022$297,229 · 0.19%
Same employer
Similar plansOther Services · California
The Rand Corporation CA$655.7M · 0.02%
Shutterfly, LLC CA$380.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820852708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.