Plan Ledger DOL Form 5500 · updated monthly

Prudential Overall Supply401(k)

PRUDENTIAL OVERALL SUPPLY PROFIT SHARING AND RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Prudential Overall Supply reported $243,857 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,273 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 has held roughly steady near 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 835th-largest of 9,483 plans among California employers on file, and the 152nd of 3,341 in other services. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 1,508 to 2,052 since 2022.

Plan summary
Net assets, end of year$125,157,277
Participants with balances2,375
Active participants2,052
Employer contributions$4,663,488
Employee contributions$7,135,115
Employer contribution per active participant$2,273
Average account balance$52,698
Benefits paid to participants$12,408,075
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$125.2M · 2,375 accts · $4.7M emplr
2023$110.5M · 2,150 accts · $3.3M emplr
2022$94.9M · 2,254 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$193,857
Total administrative$243,857
The Prudential Overall Supply 401(k) match · 2024
Employer contribution per active participant$2,273
Median for plans this size$3,635
2024$2,273 per active participant
2023$2,088 per active participant
2022$1,258 per active participant

Prudential Overall Supply's 2024 employer contribution ran below the $3,635 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$193,857
SAGEVIEW ADVISORY GROUP LLC · Consulting · Investment advisory (plan)$50,000

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$243,857 · 0.21%
2023$192,876 · 0.19%
2022$207,939 · 0.20%
Similar plansOther Services · California
Pacific Clinics CA$126.5M · 0.17%
Stamps.com Inc CA$117.3M · 0.03%
Fulgent Therapeutics LLC CA$108.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951535681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.