Plan Ledger DOL Form 5500 · updated monthly

Perfect Day, Inc.401(k)

PERFECT DAY, INC. 401(K) PLAN · BERKELEY, CA · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Perfect Day, Inc. reported $38,103 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $15,807 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 0.22% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,917th of 9,483), and 7,298th of 11,654 in professional & technical services. In 2023, employees put in $1.78 for every $1.00 the employer contributed; active participation has shrunk from 277 to 84 since 2022.

Plan summary
Net assets, end of year$12,301,512
Participants with balances223
Active participants84
Employer contributions$1,327,756
Employee contributions$2,366,948
Employer contribution per active participant$15,807
Average account balance$55,164
Benefits paid to participants$3,040,619
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE
Plan history4
Yearassets · accounts · employer contribution
2025$10.8M · 128 accts · $246K emplr
2024$11.5M · 156 accts · $545K emplr
2023$12.3M · 223 accts · $1.3M emplr
2022$9.6M · 302 accts · $479K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$32,457
Investment management$5,551
Total administrative$38,103
The Perfect Day, Inc. 401(k) match · 2023
Employer contribution per active participant$15,807
Median for plans this size$2,440
2025$11,691 per active participant
2024$18,790 per active participant
2023$15,807 per active participant
2022$1,730 per active participant

Perfect Day, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$5,551

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$32,944 · 0.30%
2024$37,527 · 0.31%
2023$38,103 · 0.35%
2022$16,867 · 0.22%
Same employer
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Agilitech CA$12.4M · 0.32%
Opus 12, Inc. CA$12.4M · 0.21%
VISION33, Inc. CA$12.3M · 0.49%
Alltrails, Inc CA$12.3M · 0.09%
Sharethrough USA, Inc. CA$12.3M · 0.42%
Cemtek Systems, Inc. CA$12.3M · 0.05%
Atrium Insight Inc. CA$12.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465528887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.