Plan Ledger DOL Form 5500 · updated monthly

Puma Biotechnology, Inc.401(k)

PUMA BIOTECHNOLOGY, INC. 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Puma Biotechnology, Inc. reported $105,803 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $9,460 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 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,072nd-largest of 9,483 plans among California employers on file, and the 3,219th of 11,654 in professional & technical services. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,320,615
Participants with balances258
Active participants170
Employer contributions$1,608,184
Employee contributions$3,515,849
Employer contribution per active participant$9,460
Average account balance$160,157
Benefits paid to participants$4,023,834
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$41.3M · 258 accts · $1.6M emplr
2023$34.9M · 284 accts · $1.6M emplr
2022$26.5M · 294 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,075
Investment management$81,728
Total administrative$105,803
The Puma Biotechnology, Inc. 401(k) match · 2024
Employer contribution per active participant$9,460
Median for plans this size$2,416
2024$9,460 per active participant
2023$8,838 per active participant
2022$7,822 per active participant

Puma Biotechnology, 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 · 20243
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$72,325
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,075
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,402

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$105,803 · 0.28%
2023$84,928 · 0.28%
2022$78,359 · 0.27%
Same employer
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Miller Kaplan Arase LLP CA$42.0M · 0.02%
Avantus LLC CA$41.7M · 0.02%
Auditboard, Inc. CA$41.4M · 0.48%
Pkl Services, Inc. CA$41.3M · 0.17%
Hygiena LLC Retirement Plan CA$41.2M · 0.31%
Emerson Collective, LLC CA$41.1M · 0.02%
Prothena Biosciences Inc CA$41.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770683487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.