Plan Ledger DOL Form 5500 · updated monthly

Ingenio, LLC401(k)

INGENIO, LLC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Ingenio, LLC reported $32,722 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,208 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 0.24% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 4,123rd-largest of 9,483 plans among California employers on file, and the 714th of 2,534 in administrative & support services. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 89 to 98 since 2022.

Plan summary
Net assets, end of year$16,604,613
Participants with balances149
Active participants98
Employer contributions$412,354
Employee contributions$1,280,659
Employer contribution per active participant$4,208
Average account balance$111,440
Benefits paid to participants$957,366
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 149 accts · $412K emplr
2023$13.1M · 137 accts · $366K emplr
2022$9.4M · 132 accts · $480K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,722
Total administrative$32,722
The Ingenio, LLC 401(k) match · 2024
Employer contribution per active participant$4,208
Median for plans this size$2,416
2024$4,208 per active participant
2023$4,159 per active participant
2022$5,391 per active participant

Ingenio, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,270
NEWFRONT RETIREMENT SERVICES · Insurance broker$5,000

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$32,722 · 0.22%
2023$25,106 · 0.22%
2022$24,434 · 0.24%
Similar plansAdministrative & Support Services · California
Pursue Health LLC CA$17.4M · 0.46%
Docmagic, Inc. CA$17.3M · 0.07%
Lloyd Pest Control Company CA$16.2M · 0.72%
Balboa Travel, Inc. CA$16.2M · 0.36%
Metagenomi, Inc CA$16.0M · 0.38%
Optima Tax Relief, LLC CA$15.9M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462272131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.