Plan Ledger DOL Form 5500 · updated monthly

Sacramento Valley Pilates, LLC401(k)

SACRAMENTO VALLEY PILATES 401(K) PLAN · LINCOLN, CA · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Sacramento Valley Pilates, LLC reported $980 in plan administrative expenses for 2025: 0.33% of average plan assets, lower than ~75% of peers. Employer contributions averaged $620 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.

The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (9,123rd of 9,483), and 1,277th of 1,311 in arts, entertainment & recreation. In 2025, employees put in $3.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$416,589
Participants with balances86
Active participants76
Employer contributions$47,085
Employee contributions$167,690
Employer contribution per active participant$620
Average account balance$4,844
Benefits paid to participants$24,659
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMMERMAN ,CO
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60
Investment management$920
Total administrative$980
The Sacramento Valley Pilates, LLC 401(k) match · 2025
Employer contribution per active participant$620
Median for plans this size$472

Sacramento Valley Pilates, LLC's 2025 employer contribution ran above the $472 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.

Administrative cost history1
2025$980 · 0.33%
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Rooftop Cinema Club Inc CA$321K · 6.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 392620490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.