Plan Ledger DOL Form 5500 · updated monthly

Planetart, LLC401(k)

PLANETART LLC 401(K) PLAN & TRUST · PLEASANTON, CA · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Planetart, LLC reported $80,237 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $995 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 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,624th-largest of 9,483 plans among California employers on file, and the 4,085th of 11,654 in professional & technical services. In 2025, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,798,636
Participants with balances325
Active participants311
Employer contributions$309,408
Employee contributions$949,409
Employer contribution per active participant$995
Average account balance$94,765
Benefits paid to participants$2,436,302
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$80,237
Total administrative$80,237
The Planetart, LLC 401(k) match · 2025
Employer contribution per active participant$995
Median for plans this size$2,666

Planetart, LLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 · 20255
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$58,702
ANCHOR POINT FINANCIAL · Investment advisory (plan)indirect comp
ORENDA RETIREMENT LLC · Contract administrator · Other servicesindirect comp
SAM LUIS WEALTH ADVISORS · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history1
2025$80,237 · 0.26%
Similar plansProfessional & Technical Services · California
Vimo, Inc. CA$30.9M · 0.40%
Jobot, LLC CA$30.8M · 0.28%
Rpx Corporation CA$30.8M · 0.12%
Innopeak Technology, Inc. CA$30.8M · 0.28%
The Beauty Health Company CA$30.7M · 0.20%
Mixpanel CA$30.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474662682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.