Plan Ledger DOL Form 5500 · updated monthly

Cuberg, Inc.401(k)

CUBERG, INC. 401(K) PLAN · EMERYVILLE, CA · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Cuberg, Inc. reported $25,398 in plan administrative expenses for 2023: 0.61% of average plan assets, above the peer median. Employer contributions averaged $4,214 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,710th of 9,483), and 10,736th of 13,661 in manufacturing. In 2023, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,904,593
Participants with balances251
Active participants214
Employer contributions$901,837
Employee contributions$1,821,203
Employer contribution per active participant$4,214
Average account balance$23,524
Benefits paid to participants$281,321
Plan auditUnmodified (clean) audit opinion
AuditorPENDING AUDIT
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,800
Investment management$23,598
Total administrative$25,398
The Cuberg, Inc. 401(k) match · 2023
Employer contribution per active participant$4,214
Median for plans this size$1,308

Cuberg, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 · 20231
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$25,398

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

Administrative cost history1
2023$25,398 · 0.61%
Similar plansManufacturing · California
Kokatat, Inc. CA$5.9M · 0.69%
Reuland Electric Company CA$5.9M · 0.59%
Pulp Studio Inc. CA$5.9M · 0.82%
Material in Motion CA$5.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474245922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.