Plan Ledger DOL Form 5500 · updated monthly

One Concern, Inc.401(k)

ONE CONCERN, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

One Concern, Inc. reported $16,597 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. Employer contributions averaged $738 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 has held roughly steady near 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,462nd of 9,483), and 10,240th of 11,654 in professional & technical services. In 2023, employees put in $36.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,826,154
Participants with balances104
Active participants22
Employer contributions$16,229
Employee contributions$595,553
Employer contribution per active participant$738
Average account balance$36,790
Benefits paid to participants$998,227
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN & CO. LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.2M · 96 accts
2023$3.8M · 104 accts · $16K emplr
Administrative expenses, itemized · 2023
Investment management$16,597
Total administrative$16,597
The One Concern, Inc. 401(k) match · 2023
Employer contribution per active participant$738
Median for plans this size$1,308

One Concern, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
HUMAN INTEREST ADVISOR LLC · Contract administrator · Recordkeeping$16,597

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

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

Administrative cost history2
2024$16,376 · 0.46%
2023$16,597 · 0.45%
Similar plansProfessional & Technical Services · California
Eiwa International, Inc. CA$3.9M · 0.07%
Sabio Inc CA$3.8M · 0.35%
Edlio, Inc. CA$3.8M · 0.05%
Themis Tech Inc. CA$3.8M · 0.52%
Nexhealth, Inc. CA$3.7M · 0.09%
Incube Labs, LLC CA$3.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473962169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.