Plan Ledger DOL Form 5500 · updated monthly

Indie LLC401(k)

INDIE LLC 401(K) PROFIT SHARING PLAN & TRUST · ALISO VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Indie LLC reported $92,406 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $5,827 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 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,146th-largest of 9,483 plans among California employers on file, and the 5,194th of 13,661 in manufacturing. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has grown from 163 to 193 since 2022.

Plan summary
Net assets, end of year$24,523,811
Participants with balances223
Active participants193
Employer contributions$1,124,631
Employee contributions$3,382,760
Employer contribution per active participant$5,827
Average account balance$109,972
Benefits paid to participants$2,593,293
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 223 accts · $1.1M emplr
2023$19.4M · 212 accts · $1.1M emplr
2022$8.8M · 151 accts · $857K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,688
Investment management$70,858
Trustee / custodial$860
Total administrative$92,406
The Indie LLC 401(k) match · 2024
Employer contribution per active participant$5,827
Median for plans this size$2,416
2024$5,827 per active participant
2023$5,018 per active participant
2022$5,257 per active participant

Indie LLC's 2024 employer contribution ran above the $2,416 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 · 20242
PAYCHEX, INC. · Contract administrator · Recordkeeping$20,803
EDWARD JONES · Investment advisory (plan)$66,602

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

Recordkeeper by year2
2024Paychex
2023LEVELIZED COMPENSATION ADVISOR, Paychex

This plan has changed recordkeepers within these filings. If you left Indie 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$92,406 · 0.42%
2023$65,518 · 0.46%
2022$36,832 · 0.44%
Same employer
Similar plansManufacturing · California
Kellogg Supply, Inc. CA$24.7M · 0.24%
Astro Pak Corporation CA$24.5M · 0.13%
Organicgirl, LLC CA$24.4M · 0.01%
Palomar Technologies, Inc. CA$24.3M · 0.18%
John Boyd Enterprises Inc CA$24.2M · 0.42%
The Lyman Group, Inc. CA$24.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384052684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.