Plan Ledger DOL Form 5500 · updated monthly

Innocean Worldwide Americas, LLC401(k)

INNOCEAN WORLDWIDE AMERICAS, LLC 401(K) PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Innocean Worldwide Americas, LLC reported $217,474 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,104 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 0.44% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,329th-largest of 9,483 plans among California employers on file, and the 2,067th of 11,654 in professional & technical services. In 2024, employees put in $2.78 for every $1.00 the employer contributed; active participation has grown from 595 to 710 since 2022.

Plan summary
Net assets, end of year$69,950,835
Participants with balances709
Active participants710
Employer contributions$2,204,045
Employee contributions$6,130,013
Employer contribution per active participant$3,104
Average account balance$98,661
Benefits paid to participants$4,004,965
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$70.0M · 709 accts · $2.2M emplr
2023$56.0M · 648 accts · $2.1M emplr
2022$41.8M · 585 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,722
Investment management$156,752
Total administrative$217,474
The Innocean Worldwide Americas, LLC 401(k) match · 2024
Employer contribution per active participant$3,104
Median for plans this size$3,635
2024$3,104 per active participant
2023$3,363 per active participant
2022$3,237 per active participant

Innocean Worldwide Americas, LLC's 2024 employer contribution ran below the $3,635 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
OSAIC WEALTH INC · Investment advisory (plan)$146,118
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$60,722
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,634

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$217,474 · 0.35%
2023$182,471 · 0.37%
2022$190,632 · 0.44%
Same employer
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Vir Biotechnology, Inc. CA$71.9M · 0.14%
Userzoom Technologies, Inc. CA$71.5M · 0.06%
Blend Labs, Inc. CA$71.0M · 0.09%
Immunitybio, Inc. CA$70.7M · 0.27%
Wood Rodgers, Inc CA$69.9M · 0.19%
Scopely Inc. CA$69.7M · 0.07%
Cerus Corporation CA$69.1M · 0.00%
Checkr Inc. CA$69.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030377844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.