Plan Ledger DOL Form 5500 · updated monthly

Linden Research Inc.401(k)

LINDEN RESEARCH INC. 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Linden Research Inc. reported $50,719 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,151 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 0.20% to 0.13%. 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 2,126th-largest of 9,483 plans among California employers on file, and the 625th of 2,199 in information & media. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has shrunk from 186 to 142 since 2022.

Plan summary
Net assets, end of year$40,359,467
Participants with balances295
Active participants142
Employer contributions$873,463
Employee contributions$2,093,179
Employer contribution per active participant$6,151
Average account balance$136,812
Benefits paid to participants$4,234,223
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.4M · 295 accts · $873K emplr
2023$35.3M · 320 accts · $1.0M emplr
2022$27.9M · 312 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,547
Investment management$12,172
Total administrative$50,719
The Linden Research Inc. 401(k) match · 2024
Employer contribution per active participant$6,151
Median for plans this size$2,416
2024$6,151 per active participant
2023$5,928 per active participant
2022$6,027 per active participant

Linden Research Inc.'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$38,547
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,172

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$50,719 · 0.13%
2023$52,146 · 0.16%
2022$60,264 · 0.20%
Same employer
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Forgerock US, Inc. CA$41.3M · 0.00%
Imax Corporation CA$40.7M · 0.14%
Blt Communications, LLC CA$40.7M · 0.32%
Degree, Inc. CA$39.7M · 0.28%
Ip Infusion Inc. CA$39.6M · 0.01%
Kyriba Corp CA$39.2M · 0.47%
Pubmatic, Inc. CA$38.9M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943364615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.