Plan Ledger DOL Form 5500 · updated monthly

Reflexion Medical401(k)

REFLEXION MEDICAL RETIREMENT TRUST · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Reflexion Medical reported $3,314 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,616th-largest of 9,483 plans among California employers on file, and the 4,383rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$30,948,203
Participants with balances307
Active participants251
Employer contributions—
Employee contributions$3,704,107
Employer contribution per active participant—
Average account balance$100,808
Benefits paid to participants$4,051,467
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.9M · 307 accts
2023$26.8M · 331 accts
2022$19.2M · 319 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,737
Investment management$577
Total administrative$3,314
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.

Administrative cost history3
2024$3,314 · 0.01%
2023$4,275 · 0.02%
2022$2,930 · 0.02%
Same employer
Similar plansManufacturing · California
Skydio Inc. CA$31.4M · 0.53%
Sierra Circuits, Inc. CA$30.9M · 0.28%
Vse LLC CA$30.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264487874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.