Plan Ledger DOL Form 5500 · updated monthly

Extend, Inc.401(k)

EXTEND, INC. 401(K) PLAN · COVINA, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Extend, Inc. reported $34,802 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.323%. 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 among the smaller plans on file in California (5,019th of 9,483), and 7,455th of 11,654 in professional & technical services. active participation has shrunk from 345 to 205 since 2022.

Plan summary
Net assets, end of year$11,769,930
Participants with balances320
Active participants205
Employer contributions$0
Employee contributions$2,280,539
Employer contribution per active participant$0
Average account balance$36,781
Benefits paid to participants$2,136,098
Plan auditUnmodified (clean) audit opinion
AuditorMILLER KAPLAN
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 320 accts
2023$9.8M · 387 accts
2022$5.6M · 384 accts · $32K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,180
Investment management$26,123
Audit (IQPA)$499
Total administrative$34,802
The Extend, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Extend, 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
MORGAN STANLEY · Investment advisory (plan)$25,439
EMPOWER ADVISORY GROUP, LLC · Investment management$684

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$34,802 · 0.32%
2023$22,872 · 0.30%
2022$12,678 · 0.32%
Same employer
Similar plansProfessional & Technical Services · California
Alkahest, Inc. CA$11.9M · 0.06%
Dermtech, Inc. CA$11.8M · 0.09%
Endsight CA$11.8M · 0.29%
Pilot.com, Inc. CA$11.7M · 0.13%
Engineering Partners Inc CA$11.7M · 0.27%
Vercel Inc. CA$11.7M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364919826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.