Plan Ledger DOL Form 5500 · updated monthly

Spyglass Corporate Services Group401(k)

SPYGLASS CORPORATE SERVICES GROUP 401(K) PLAN · LAKE FOREST, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Spyglass Corporate Services Group reported $18,476 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $737 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 1 year on file its reported administrative ratio rose from 0.01% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 3,093rd-largest of 9,483 plans among California employers on file, and the 514th of 2,534 in administrative & support services. In 2024, employees put in $11.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,071,983
Participants with balances224
Active participants158
Employer contributions$116,427
Employee contributions$1,320,829
Employer contribution per active participant$737
Average account balance$111,928
Benefits paid to participants$3,120,247
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN,PC
Plan history2
Yearassets · accounts · employer contribution
2024$25.1M · 224 accts · $116K emplr
2023$23.0M · 242 accts · $136K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,476
Total administrative$18,476
The Spyglass Corporate Services Group 401(k) match · 2024
Employer contribution per active participant$737
Median for plans this size$2,416
2024$737 per active participant
2023$829 per active participant

Spyglass Corporate Services Group'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,476
LPL FINANCIAL LLCindirect comp

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

Administrative cost history2
2024$18,476 · 0.08%
2023$2,181 · 0.01%
Same employer
Similar plansAdministrative & Support Services · California
Roth Staffing Companies, LP CA$29.6M · 0.55%
West Coast Arborists, Inc. CA$27.9M · 0.51%
Wmbe Payrolling Inc CA$25.9M · 0.83%
Today's HR, Inc. CA$24.2M · 0.23%
Dewinter Group, LLC CA$23.3M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271366297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.