Plan Ledger DOL Form 5500 · updated monthly

Fremont Group Management, LLC.401(k)

FREMONT GROUP RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Fremont Group Management, LLC. reported $101,997 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $16,115 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 0.11%. 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 975th-largest of 9,483 plans among California employers on file, and the 978th of 4,798 in finance & insurance. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$102,751,863
Participants with balances282
Active participants175
Employer contributions$2,820,179
Employee contributions$3,521,067
Employer contribution per active participant$16,115
Average account balance$364,368
Benefits paid to participants$7,203,775
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$102.8M · 282 accts · $2.8M emplr
2023$90.2M · 277 accts · $2.7M emplr
2022$77.6M · 261 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Investment management$101,997
Total administrative$101,997
The Fremont Group Management, LLC. 401(k) match · 2024
Employer contribution per active participant$16,115
Median for plans this size$3,635
2024$16,115 per active participant
2023$15,585 per active participant
2022$14,390 per active participant

Fremont Group Management, LLC.'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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Investment advisory (participants)$93,369
BAILARD INC · Investment advisory (participants)$6,390
CHARLES SCHWAB & CO., INC. · Securities brokerage$267

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$101,997 · 0.11%
2023$89,625 · 0.11%
2022$89,538 · 0.10%
Same employer
Similar plansFinance & Insurance · California
Manufacturers Bank CA$106.4M · 0.17%
Redwood Credit Union CA$103.9M · 0.09%
Marqeta, Inc. CA$103.7M · 0.07%
Hellman & Friedman LLC CA$101.8M · 0.04%
Stepstone Group LP CA$101.0M · 0.02%
Mission Federal Credit Union CA$100.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943342356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.