Plan Ledger DOL Form 5500 · updated monthly

Doubleline Group LP401(k)

DOUBLELINE 401(K) & RETIREMENT SAVINGS PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Doubleline Group LP reported $2,646 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,474 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 1 year on file its reported administrative ratio rose from 0.003% to 0.004%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,207th-largest of 9,483 plans among California employers on file, and the 1,194th of 4,798 in finance & insurance. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,025,893
Participants with balances304
Active participants256
Employer contributions$2,425,465
Employee contributions$5,323,162
Employer contribution per active participant$9,474
Average account balance$259,954
Benefits paid to participants$5,653,678
Plan auditUnmodified (clean) audit opinion
AuditorMAGINNIS KNECHTEL & MCLNTYRE LLP
Plan history2
Yearassets · accounts · employer contribution
2024$79.0M · 304 accts · $2.4M emplr
2023$68.2M · 307 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,646
Total administrative$2,646
The Doubleline Group LP 401(k) match · 2024
Employer contribution per active participant$9,474
Median for plans this size$3,635
2024$9,474 per active participant
2023$9,166 per active participant

Doubleline Group LP's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history2
2024$2,646 · 0.00%
2023$1,893 · 0.00%
Same employer
Similar plansFinance & Insurance · California
Oportun, Inc. CA$83.4M · 0.18%
Tri-Counties Bank CA$83.1M · 0.24%
Wideorbit LLC CA$81.4M
Wilshire Advisors LLC CA$79.3M · 0.01%
Technology Credit Union CA$77.5M · 0.02%
Confie Holding II Co. CA$77.1M · 0.39%
Allworth Financial, LP CA$76.7M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 461265768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.