Plan Ledger DOL Form 5500 · updated monthly

Plumpjack Management Group, LLC401(k)

PLUMPJACK MANAGEMENT GROUP, LLC RETIREMENT SAVINGS PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Plumpjack Management Group, LLC reported $31,388 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,588 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 2 years on file its reported administrative ratio fell from 0.24% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 3,562nd-largest of 9,483 plans among California employers on file, and the 297th of 2,240 in accommodation & food services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 152 to 170 since 2022.

Plan summary
Net assets, end of year$20,557,192
Participants with balances218
Active participants170
Employer contributions$439,973
Employee contributions$852,111
Employer contribution per active participant$2,588
Average account balance$94,299
Benefits paid to participants$1,153,197
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 218 accts · $440K emplr
2023$17.0M · 215 accts · $387K emplr
2022$13.7M · 219 accts · $363K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,388
Total administrative$31,388
The Plumpjack Management Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,588
Median for plans this size$2,416
2024$2,588 per active participant
2023$1,750 per active participant
2022$2,387 per active participant

Plumpjack Management Group, LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,388

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

Administrative cost history3
2024$31,388 · 0.17%
2023$24,709 · 0.16%
2022$36,932 · 0.24%
Similar plansAccommodation & Food Services · California
Ayres Management L.P. CA$22.9M · 0.02%
Kings Seafood Company, LLC CA$22.2M · 0.94%
Busch Group, LLC CA$21.8M · 0.29%
Blue Bottle Coffee, Inc. CA$20.6M · 0.44%
Ayres Group CA$19.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943241036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.