Plan Ledger DOL Form 5500 · updated monthly

Naehas Inc401(k)

NAEHAS INC 401(K) PROFIT SHARING PLAN & TRUST · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Naehas Inc reported $9,091 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,074 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 0.10% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,386th of 9,483), and 7,927th of 11,654 in professional & technical services. In 2024, employees put in $7.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,242,533
Participants with balances203
Active participants153
Employer contributions$164,363
Employee contributions$1,294,497
Employer contribution per active participant$1,074
Average account balance$50,456
Benefits paid to participants$1,793,411
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 203 accts · $164K emplr
2023$9.1M · 202 accts · $158K emplr
2022$6.4M · 176 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,509
Investment management$5,722
Trustee / custodial$860
Total administrative$9,091
The Naehas Inc 401(k) match · 2024
Employer contribution per active participant$1,074
Median for plans this size$1,313
2024$1,074 per active participant
2023$1,025 per active participant
2022$866 per active participant

Naehas Inc's 2024 employer contribution ran below the $1,313 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 · 20241
PAYCHEX, INC. · Recordkeeping$7,020

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$9,091 · 0.09%
2023$6,978 · 0.09%
2022$6,970 · 0.10%
Same employer
Similar plansProfessional & Technical Services · California
H2O.AI, Inc. CA$10.3M · 0.63%
Medallia, Inc. CA$10.3M · 0.08%
Paragon Legal Group LLC CA$10.3M · 0.07%
Premise Data Corporation CA$10.2M · 0.30%
Artemis Consulting, LLC CA$10.2M · 0.48%
Cordevalle L.P. CA$10.2M · 0.18%
Tredence CA$10.2M · 0.03%
Compex Legal Services, Inc. CA$10.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205352600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.