Plan Ledger DOL Form 5500 · updated monthly

Hybrid Promotions, LLC401(k)

HYBRID PROMOTIONS, LLC INCENTIVE SAVINGS PLAN · CYPRESS, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Hybrid Promotions, LLC reported $207,740 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,949 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 0.75% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,326th-largest of 9,483 plans among California employers on file, and the 1,141st of 4,246 in wholesale trade. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,922,866
Participants with balances624
Active participants436
Employer contributions$1,285,888
Employee contributions$2,687,355
Employer contribution per active participant$2,949
Average account balance$57,569
Benefits paid to participants$2,274,473
Plan auditUnmodified (clean) audit opinion
AuditorRICHARDSON KONTOGOURIS EMERSON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.9M · 624 accts · $1.3M emplr
2023$30.8M · 608 accts · $1.2M emplr
2022$25.3M · 637 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$183,378
Investment management$6,699
Audit (IQPA)$17,663
Total administrative$207,740
The Hybrid Promotions, LLC 401(k) match · 2024
Employer contribution per active participant$2,949
Median for plans this size$2,416
2024$2,949 per active participant
2023$2,790 per active participant
2022$2,423 per active participant

Hybrid Promotions, LLC's 2024 employer contribution ran above the $2,416 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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$173,425
DWC THE 401(K) EXPERTS · Recordkeeping · Loan processing$9,953
RICHARDSON KONTOGOURIS EMERSON LLP · Accounting / audit$17,663
MESIROW FINANCIAL, INC. · Investment advisory (plan)$6,699
SECURITIES AMERICA, INC. · Insurance broker · Insurance servicesindirect comp
OSAIC WEALTH INC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024DWC THE 401(K) EXPERTS, Transamerica
2023DWC THE 401(K) EXPERTS, SUPERIORUSA BENEFITS, Transamerica

This plan has changed recordkeepers within these filings. If you left Hybrid Promotions, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$207,740 · 0.62%
2023$178,827 · 0.64%
2022$195,662 · 0.75%
Same employer
Similar plansWholesale Trade · California
Professional Plastics, Inc. CA$38.9M · 0.19%
Motive Companies, LLC CA$38.3M · 0.45%
Edges Electrical Group LLC CA$37.1M · 0.00%
Vytalogy Wellness LLC CA$35.2M · 0.16%
Kikkoman Sales USA, Inc. CA$35.1M · 0.05%
Jfe Shoji America, LLC CA$34.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330838747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.