Plan Ledger DOL Form 5500 · updated monthly

Dna Twopointo, Inc.,401(k)

DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST · NEWARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Dna Twopointo, Inc., reported $11,126 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,251 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 0.08% to 0.04%. 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 2,709th-largest of 9,483 plans among California employers on file, and the 4,228th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has shrunk from 155 to 139 since 2022.

Plan summary
Net assets, end of year$29,501,346
Participants with balances191
Active participants139
Employer contributions$868,894
Employee contributions$1,942,824
Employer contribution per active participant$6,251
Average account balance$154,457
Benefits paid to participants$669,854
Plan auditUnmodified (clean) audit opinion
AuditorPLATFORM CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 191 accts · $869K emplr
2023$24.3M · 195 accts · $968K emplr
2022$18.3M · 199 accts · $982K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,255
Investment management$8,871
Total administrative$11,126
The Dna Twopointo, Inc., 401(k) match · 2024
Employer contribution per active participant$6,251
Median for plans this size$2,416
2024$6,251 per active participant
2023$6,370 per active participant
2022$6,336 per active participant

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

Service providers · 20241
MONTEREY PRIVATE WEALTH · Investment advisory (participants) · Investment advisory (plan)$8,871

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$11,126 · 0.04%
2023$10,181 · 0.05%
2022$15,184 · 0.08%
Similar plansProfessional & Technical Services · California
Zazzle Inc. CA$29.7M · 0.43%
Resolution Economics, LLC CA$29.5M · 0.32%
Nio USA, Inc. CA$29.4M · 0.11%
Dmg Corporation CA$29.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743076460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.