Plan Ledger DOL Form 5500 · updated monthly

Me & My Big Ideas, LLC401(k)

ME & MY BIG IDEAS 401(K) PLAN · FOUNTAIN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Me & My Big Ideas, LLC reported $1,000 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,008 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 0.02% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,156th of 9,483), and 3,279th of 4,246 in wholesale trade. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 102 to 51 since 2022.

Plan summary
Net assets, end of year$7,576,741
Participants with balances107
Active participants51
Employer contributions$255,407
Employee contributions$511,135
Employer contribution per active participant$5,008
Average account balance$70,811
Benefits paid to participants$713,695
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 107 accts · $255K emplr
2023$6.5M · 111 accts · $292K emplr
2022$5.2M · 115 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$850
Total administrative$1,000
The Me & My Big Ideas, LLC 401(k) match · 2024
Employer contribution per active participant$5,008
Median for plans this size$1,313
2024$5,008 per active participant
2023$4,628 per active participant
2022$2,904 per active participant

Me & My Big Ideas, LLC's 2024 employer contribution ran above the $1,313 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
CREATIVE PLANNING HOLD CO, LLCindirect comp

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$1,000 · 0.01%
2023$1,300 · 0.02%
2022$1,350 · 0.02%
Similar plansWholesale Trade · California
Coway USA Inc. CA$7.7M · 0.92%
Allstate Floral, Inc. CA$7.6M · 0.03%
Emolecules, Inc. CA$7.4M · 0.06%
Cmc Rescue, Inc. CA$7.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330992360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.