Plan Ledger DOL Form 5500 · updated monthly

Sundae, Inc.401(k)

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

Reported admin expense ratio · 2024
0.49%

Sundae, Inc. reported $14,812 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. 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 fell from 0.65% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,793rd of 9,483), and 1,715th of 2,096 in real estate & leasing. active participation has shrunk from 161 to 48 since 2022.

Plan summary
Net assets, end of year$3,106,527
Participants with balances116
Active participants48
Employer contributions—
Employee contributions$367,014
Employer contribution per active participant—
Average account balance$26,780
Benefits paid to participants$733,073
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 116 accts
2023$3.0M · 140 accts
2022$3.1M · 449 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,000
Investment management$7,812
Total administrative$14,812
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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$7,000
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$7,812

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$14,812 · 0.49%
2023$32,736 · 1.08%
2022$16,305 · 0.65%
Same employer
Similar plansReal Estate & Leasing · California
Geweke Real Estate CA$3.5M · 0.43%
Spieker Companies, Inc. CA$3.3M · 0.05%
6 Founders, LLC CA$3.1M · 0.79%
Avanath Communities, Inc. CA$3.1M · 0.53%
Augusta Financial, Inc. CA$3.0M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831795790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.