Plan Ledger DOL Form 5500 · updated monthly

Juniper Square, Inc.401(k)

JUNIPER SQUARE 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Juniper Square, Inc. reported $25,471 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.10% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,976th-largest of 9,483 plans among California employers on file, and the 857th of 2,199 in information & media. In 2024, employees put in $132751.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,304,375
Participants with balances545
Active participants433
Employer contributions$41
Employee contributions$5,442,826
Employer contribution per active participant$0
Average account balance$48,265
Benefits paid to participants$4,226,734
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 545 accts · $41 emplr
2023$20.9M · 518 accts · $3K emplr
2022$13.9M · 516 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,876
Investment management$18,595
Total administrative$25,471
The Juniper Square, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2024$0 per active participant
2023$8 per active participant

Juniper Square, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
GUIDELINE, LLC · Plan administrator · Recordkeeping$23,089
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect 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
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,471 · 0.11%
2023$18,778 · 0.11%
2022$12,507 · 0.10%
Same employer
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Fandom, Inc. CA$28.0M · 0.05%
Alltrails, LLC CA$27.5M · 0.11%
Participant Media, LLC CA$26.5M · 0.34%
Altium, Inc. CA$26.0M · 0.45%
Medable, Inc. CA$25.8M · 0.40%
Firstup, Inc. CA$25.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464945827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.