Plan Ledger DOL Form 5500 · updated monthly

Sgi, Inc.401(k)

SGI, INC. 401(K) PROFIT SHARING PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Sgi, Inc. reported $58,393 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,716 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 0.01% to 0.42%. 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 4,355th-largest of 9,483 plans among California employers on file, and 6,522nd of 11,654 in professional & technical services. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 107 to 142 since 2022.

Plan summary
Net assets, end of year$15,233,290
Participants with balances181
Active participants142
Employer contributions$385,731
Employee contributions$1,290,945
Employer contribution per active participant$2,716
Average account balance$84,162
Benefits paid to participants$560,890
Plan auditUnmodified (clean) audit opinion
AuditorLEVITZACKS CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 181 accts · $386K emplr
2023$12.5M · 174 accts · $314K emplr
2022$9.8M · 168 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,084
Investment management$35,309
Total administrative$58,393
The Sgi, Inc. 401(k) match · 2024
Employer contribution per active participant$2,716
Median for plans this size$2,416
2024$2,716 per active participant
2023$2,121 per active participant
2022$2,298 per active participant

Sgi, 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 · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$33,679
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,084

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$58,393 · 0.42%
2023$13,604 · 0.12%
2022$1,080 · 0.01%
Similar plansProfessional & Technical Services · California
Lance, Soll & Lunghard, LLP CA$15.3M · 0.45%
Erasca, Inc. CA$15.3M · 0.04%
Instabase CA$15.2M · 0.13%
Pro Farm Group, Inc. CA$15.2M · 0.39%
Narvar Inc CA$15.1M · 0.14%
Didi Research America LLC CA$15.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222365834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.