Plan Ledger DOL Form 5500 · updated monthly

Opus 12, Inc.401(k)

OPUS12 401(K) PLAN · BERKELEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

Opus 12, Inc. reported $21,368 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.46% to 0.21%. 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 (4,906th of 9,483), and 7,284th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,356,967
Participants with balances320
Active participants176
Employer contributions—
Employee contributions$3,009,674
Employer contribution per active participant—
Average account balance$38,616
Benefits paid to participants$600,385
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$12.4M · 320 accts
2023$7.6M · 245 accts · $6K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,469
Investment management$1,899
Total administrative$21,368
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
THE VANGUARD GROUP, INC. · Loan processing$660

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

Administrative cost history2
2024$21,368 · 0.21%
2023$24,092 · 0.46%
Same employer
Similar plansProfessional & Technical Services · California
Arcellx, Inc. CA$12.4M · 0.33%
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Agilitech CA$12.4M · 0.32%
VISION33, Inc. CA$12.3M · 0.49%
Perfect Day, Inc. CA$12.3M · 0.35%
Alltrails, Inc CA$12.3M · 0.09%
Sharethrough USA, Inc. CA$12.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474239185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.