Plan Ledger DOL Form 5500 · updated monthly

Skywalker Holdings, LLC401(k)

SKYWALKER HOLDINGS 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Skywalker Holdings, LLC reported $3,855 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,396 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 0.006% to 0.013%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,506th-largest of 9,483 plans among California employers on file, and the 420th of 2,096 in real estate & leasing. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,760,944
Participants with balances281
Active participants238
Employer contributions$1,046,333
Employee contributions$1,689,732
Employer contribution per active participant$4,396
Average account balance$116,587
Benefits paid to participants$2,295,429
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.8M · 281 accts · $1.0M emplr
2023$28.1M · 278 accts · $1.0M emplr
2022$22.3M · 230 accts · $847K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,995
Investment management$860
Total administrative$3,855
The Skywalker Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$4,396
Median for plans this size$2,416
2024$4,396 per active participant
2023$3,927 per active participant
2022$3,681 per active participant

Skywalker Holdings, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,045

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$3,855 · 0.01%
2023$2,295 · 0.01%
2022$1,406 · 0.01%
Same employer
Similar plansReal Estate & Leasing · California
USA Properties Fund, Inc. CA$34.7M · 0.48%
Adeia Inc. CA$34.6M · 0.20%
Steelwave, Inc. CA$34.4M · 0.25%
Mbk Real Estate LLC CA$34.1M · 0.05%
Gk Management Co., Inc. CA$31.6M · 0.41%
Ids Real Estate Group CA$31.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824959002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.