Plan Ledger DOL Form 5500 · updated monthly

Oakland Venue Management, Inc.401(k)

OAKLAND VENUE MANAGEMENT, INC. 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Oakland Venue Management, Inc. reported $5,269 in plan administrative expenses for 2024: 0.63% of average plan assets, below the peer median. Employer contributions averaged $1,125 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,825th of 9,483), and 2,190th of 2,534 in administrative & support services. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,026,199
Participants with balances176
Active participants119
Employer contributions$133,846
Employee contributions$216,205
Employer contribution per active participant$1,125
Average account balance$5,831
Benefits paid to participants$54,377
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$5,269
Total administrative$5,269
The Oakland Venue Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,125
Median for plans this size$540

Oakland Venue Management, Inc.'s 2024 employer contribution ran above the $540 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 · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$5,270

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

Administrative cost history1
2024$5,269 · 0.63%
Similar plansAdministrative & Support Services · California
Get Heal, Inc. CA$1.1M · 0.18%
Maerly CA$1.0M · 1.28%
Corpnet Incorporated CA$1.0M · 1.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010945145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.