Plan Ledger DOL Form 5500 · updated monthly

One Planet Group, LLC401(k)

ONE PLANET GROUP, LLC 401(K) PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

One Planet Group, LLC reported $49,547 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,811 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 3,245th-largest of 9,483 plans among California employers on file, and the 1,282nd of 5,215 in retail trade. In 2024, employees put in $4.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,513,578
Participants with balances231
Active participants80
Employer contributions$224,853
Employee contributions$941,955
Employer contribution per active participant$2,811
Average account balance$101,790
Benefits paid to participants$4,190,227
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,547
Total administrative$49,547
The One Planet Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,811
Median for plans this size$2,416

One Planet Group, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,415
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$40

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$49,547 · 0.21%
Similar plansRetail Trade · California
Jeromes Furniture Warehouse CA$23.8M · 0.47%
Walnut Creek Ford, Inc. CA$23.7M · 0.27%
Alto Pharmacy, LLC CA$23.7M · 0.51%
Chrome Hearts LLC CA$23.0M · 0.46%
Eminent Inc. CA$22.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851221674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.