Plan Ledger DOL Form 5500 · updated monthly

Orgain, LLC401(k)

ORGAIN RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2025

Reported admin expense ratio · 2025
0.89%

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

Orgain, LLC reported $89,484 in plan administrative expenses for 2025: 0.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,228 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 3 years on file its reported administrative ratio rose from 0.60% to 0.89%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (4,980th of 9,483), and the 2,283rd of 5,215 in retail trade. In 2025, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,974,827
Participants with balances164
Active participants155
Employer contributions$810,282
Employee contributions$1,583,942
Employer contribution per active participant$5,228
Average account balance$73,017
Benefits paid to participants$844,506
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.0M · 164 accts · $810K emplr
2024$8.1M · 147 accts · $658K emplr
2023$5.6M · 143 accts · $569K emplr
2022$2.7M · 124 accts · $250K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$65,248
Total administrative$89,484
The Orgain, LLC 401(k) match · 2025
Employer contribution per active participant$5,228
Median for plans this size$2,666
2025$5,228 per active participant
2024$4,219 per active participant
2023$3,698 per active participant
2022$1,727 per active participant

Orgain, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
GLOBAL RETIREMENT PARTNERS LLC$24,236

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

Administrative cost history4
2025$89,484 · 0.89%
2024$40,970 · 0.60%
2023$23,679 · 0.57%
2022$13,111 · 0.60%
Same employer
Similar plansRetail Trade · California
L.N. Curtis & Sons CA$12.1M · 0.05%
Road Runner Sports, Inc. CA$12.0M · 0.70%
Ogara Coach Co. LLC CA$11.7M · 0.30%
Lee's Pet Club, Inc. CA$11.6M · 0.03%
Central Valley Automotive CA$11.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263364542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.