Plan Ledger DOL Form 5500 · updated monthly

Samsung Sdi America, Inc.401(k)

SAMSUNG SDI AMERICA, INC. PROFIT · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Samsung Sdi America, Inc. reported $136,136 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,257 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 2 years on file its reported administrative ratio rose from 0.29% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,827th-largest of 9,483 plans among California employers on file, and the 1,432nd of 4,246 in wholesale trade. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,094,983
Participants with balances564
Active participants461
Employer contributions$1,501,359
Employee contributions$3,356,388
Employer contribution per active participant$3,257
Average account balance$49,814
Benefits paid to participants$1,936,154
Plan auditUnmodified (clean) audit opinion
AuditorKLICHS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 564 accts · $1.5M emplr
2023$21.5M · 542 accts · $1.5M emplr
2022$14.6M · 416 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,257
Investment management$47,879
Total administrative$136,136
The Samsung Sdi America, Inc. 401(k) match · 2024
Employer contribution per active participant$3,257
Median for plans this size$2,416
2024$3,257 per active participant
2023$2,354 per active participant
2022$2,351 per active participant

Samsung Sdi America, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$88,257
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$47,879
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$136,136 · 0.55%
2023$126,304 · 0.70%
2022$44,725 · 0.29%
Same employer
Similar plansWholesale Trade · California
Beyond Meat, Inc. CA$29.0M · 0.57%
Geary Pacific Corporation CA$28.9M · 0.24%
T.M. Cobb Company CA$28.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954166217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.