Plan Ledger DOL Form 5500 · updated monthly

Plenty Unlimited Inc.401(k)

PLENTY 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Plenty Unlimited Inc. reported $54,017 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,309 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 fell from 0.46% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 3,406th-largest of 9,483 plans among California employers on file, and the 219th of 945 in agriculture, forestry & fishing. In 2024, employees put in $5.98 for every $1.00 the employer contributed; active participation has shrunk from 401 to 151 since 2022.

Plan summary
Net assets, end of year$21,942,193
Participants with balances447
Active participants151
Employer contributions$499,650
Employee contributions$2,988,141
Employer contribution per active participant$3,309
Average account balance$49,088
Benefits paid to participants$5,812,048
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$21.5M · 346 accts · $163K emplr
2024$21.9M · 447 accts · $500K emplr
2023$20.9M · 513 accts · $727K emplr
2022$14.3M · 523 accts · $536K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,730
Investment management$8,287
Total administrative$54,017
The Plenty Unlimited Inc. 401(k) match · 2024
Employer contribution per active participant$3,309
Median for plans this size$2,416
2025$3,329 per active participant
2024$3,309 per active participant
2023$2,043 per active participant
2022$1,338 per active participant

Plenty Unlimited Inc.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,730
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,287

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$44,906 · 0.21%
2024$54,017 · 0.25%
2023$68,883 · 0.39%
2022$61,898 · 0.46%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Califia Farms, LLC CA$25.9M · 0.54%
Henry Avocado Corporation CA$22.5M · 0.00%
Braga Ranch, Inc. CA$22.3M · 0.27%
Gemperle Brothers CA$21.4M · 0.36%
Gar Bennett, LLC. CA$21.1M · 0.10%
Hidden Villa Ranch CA$20.6M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 811900916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.