Plan Ledger DOL Form 5500 · updated monthly

Gemini Legal Support, Inc.401(k)

GEMINI LEGAL SUPPORT, INC. 401(K) PROFIT SHARING PLAN · ROCKLIN, CA · plan year 2024

Reported admin expense ratio · 2024
1.35%

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

Gemini Legal Support, Inc. reported $78,249 in plan administrative expenses for 2024: 1.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,866 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 2.86% to 1.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,450th of 9,483), and 9,152nd of 11,654 in professional & technical services. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 186 to 301 since 2022.

Plan summary
Net assets, end of year$6,644,328
Participants with balances218
Active participants301
Employer contributions$561,736
Employee contributions$852,489
Employer contribution per active participant$1,866
Average account balance$30,479
Benefits paid to participants$574,404
Plan auditUnmodified (clean) audit opinion
AuditorLEE CPA
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 218 accts · $562K emplr
2023$5.0M · 184 accts · $479K emplr
2022$2.9M · 148 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,031
Investment management$51,218
Total administrative$78,249
The Gemini Legal Support, Inc. 401(k) match · 2024
Employer contribution per active participant$1,866
Median for plans this size$1,313
2024$1,866 per active participant
2023$1,829 per active participant
2022$1,923 per active participant

Gemini Legal Support, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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
CAPITAL PLANNING ADVISORS LLC · Investment advisory (plan)$45,058
EMPOWER ADVISORY GROUP, LLC · Investment management$6,160

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$78,249 · 1.35%
2023$56,842 · 1.44%
2022$81,981 · 2.86%
Same employer
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Augmedix, Inc. CA$6.7M · 0.11%
Vetncare Mso LLC CA$6.7M · 0.87%
Dgn Technologies Inc CA$6.7M · 0.04%
Incorta, Inc. CA$6.6M · 0.47%
Arcules, Inc. CA$6.6M · 0.49%
Matonee Inc CA$6.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204088422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.