Plan Ledger DOL Form 5500 · updated monthly

Pocket Gems Inc401(k)

POCKET GEMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Pocket Gems Inc reported $26,829 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,329 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 rose from 0.078% to 0.082%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,366th-largest of 9,483 plans among California employers on file, and the 695th of 2,199 in information & media. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has shrunk from 143 to 81 since 2022.

Plan summary
Net assets, end of year$35,273,960
Participants with balances297
Active participants81
Employer contributions$512,615
Employee contributions$1,435,079
Employer contribution per active participant$6,329
Average account balance$118,768
Benefits paid to participants$1,942,864
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 297 accts · $513K emplr
2023$29.8M · 306 accts · $638K emplr
2022$23.6M · 322 accts · $854K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,829
Total administrative$26,829
The Pocket Gems Inc 401(k) match · 2024
Employer contribution per active participant$6,329
Median for plans this size$2,416
2024$6,329 per active participant
2023$7,250 per active participant
2022$5,969 per active participant

Pocket Gems Inc's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$26,829

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,829 · 0.08%
2023$12,548 · 0.05%
2022$19,645 · 0.08%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 270833039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.