Plan Ledger DOL Form 5500 · updated monthly

San Jose Sharks, LLC401(k)

SAN JOSE SHARKS 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

San Jose Sharks, LLC reported $36,823 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $953 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 0.07% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,166th-largest of 9,483 plans among California employers on file, and the 255th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.70 for every $1.00 the employer contributed; active participation has grown from 369 to 484 since 2022.

Plan summary
Net assets, end of year$39,447,072
Participants with balances386
Active participants484
Employer contributions$461,418
Employee contributions$1,706,991
Employer contribution per active participant$953
Average account balance$102,194
Benefits paid to participants$2,422,766
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 386 accts · $461K emplr
2023$35.3M · 385 accts · $419K emplr
2022$32.7M · 368 accts · $389K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,696
Investment management$30,127
Total administrative$36,823
The San Jose Sharks, LLC 401(k) match · 2024
Employer contribution per active participant$953
Median for plans this size$2,416
2024$953 per active participant
2023$951 per active participant
2022$1,055 per active participant

San Jose Sharks, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$6,696
MMA SECURITIES LLC · Consulting · Investment advisory (plan)$30,127

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$36,823 · 0.10%
2023$8,624 · 0.03%
2022$24,976 · 0.07%
Same employer
Similar plansArts, Entertainment & Recreation · California
Santa Cruz Seaside Company CA$34.8M · 0.10%
The Decurion Corporation CA$32.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731638357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.