Plan Ledger DOL Form 5500 · updated monthly

Project Affinity, Inc.401(k)

AFFINITY 401(K) PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.34%

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

Project Affinity, Inc. reported $40,493 in plan administrative expenses for 2025: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,448 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 0.30% to 0.34%. 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 4,681st-largest of 9,483 plans among California employers on file, and 6,980th of 11,654 in professional & technical services. In 2025, employees put in $4.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,416,380
Participants with balances224
Active participants145
Employer contributions$500,010
Employee contributions$2,139,419
Employer contribution per active participant$3,448
Average account balance$59,895
Benefits paid to participants$2,326,107
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.4M · 224 accts · $500K emplr
2024$10.7M · 219 accts · $633K emplr
2023$7.7M · 182 accts · $621K emplr
2022$4.8M · 182 accts · $536K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,188
Investment management$39,305
Total administrative$40,493
The Project Affinity, Inc. 401(k) match · 2025
Employer contribution per active participant$3,448
Median for plans this size$2,666
2025$3,448 per active participant
2024$4,195 per active participant
2023$4,005 per active participant
2022$3,483 per active participant

Project Affinity, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,712
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$8,593

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$40,493 · 0.34%
2024$31,898 · 0.35%
2023$21,121 · 0.34%
2022$11,649 · 0.30%
Same employer
Similar plansProfessional & Technical Services · California
Epirus, Inc. CA$13.5M · 0.32%
Sb Architects CA$13.4M · 0.48%
Bristlecone, Inc. CA$13.4M · 0.41%
Tanvex Biopharma USA, Inc. CA$13.4M · 0.43%
Duetto Research, Inc. CA$13.4M · 0.02%
Superior Tank Company, Inc. CA$13.4M · 0.35%
Lightmatter Inc CA$13.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472315002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.