Plan Ledger DOL Form 5500 · updated monthly

Guthy - Renker Ventures, LLC401(k)

GUTHY-RENKER VENTURES, LLC 401(K) PLAN · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Guthy - Renker Ventures, LLC reported $162,899 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,629 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 rose from 0.29% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,700th-largest of 9,483 plans among California employers on file, and the 3,025th of 13,661 in manufacturing. In 2024, employees put in $3.58 for every $1.00 the employer contributed; active participation has shrunk from 443 to 328 since 2022.

Plan summary
Net assets, end of year$52,932,620
Participants with balances557
Active participants328
Employer contributions$534,411
Employee contributions$1,912,697
Employer contribution per active participant$1,629
Average account balance$95,032
Benefits paid to participants$8,393,744
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.9M · 557 accts · $534K emplr
2023$50.8M · 629 accts · $596K emplr
2022$44.8M · 709 accts · $763K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$154,499
Audit (IQPA)$8,400
Total administrative$162,899
The Guthy - Renker Ventures, LLC 401(k) match · 2024
Employer contribution per active participant$1,629
Median for plans this size$3,635
2024$1,629 per active participant
2023$1,738 per active participant
2022$1,722 per active participant

Guthy - Renker Ventures, LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$154,498
ARMANINO LLP · Accounting / audit$8,400
AXA ADVISORS, LLC. · Investment advisory (plan)indirect comp

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$162,899 · 0.31%
2023$141,388 · 0.30%
2022$151,308 · 0.29%
Similar plansManufacturing · California
Caymus Vineyards CA$53.2M · 0.30%
Fluidmaster, Inc. CA$53.2M · 0.22%
Ebara Technologies, Inc. CA$53.1M · 0.39%
Coherus Biosciences, Inc. CA$52.7M · 0.15%
Jakks Pacific, Inc. CA$52.4M · 0.21%
Jelly Belly Candy Company CA$52.2M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262549633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.