Plan Ledger DOL Form 5500 · updated monthly

Surefox North America Corp.401(k)

SUREFOX NORTH AMERICA CORP. 401 (K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Surefox North America Corp. reported $43,463 in plan administrative expenses for 2023: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,506 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 0.22% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (5,013th of 9,483), and the 911th of 2,534 in administrative & support services. In 2023, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,796,318
Participants with balances1,134
Active participants505
Employer contributions$760,558
Employee contributions$2,334,101
Employer contribution per active participant$1,506
Average account balance$10,402
Benefits paid to participants$2,373,225
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPAS LLC
Plan history2
Yearassets · accounts · employer contribution
2023$11.8M · 1,134 accts · $761K emplr
2022$9.3M · 868 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$43,463
Total administrative$43,463
The Surefox North America Corp. 401(k) match · 2023
Employer contribution per active participant$1,506
Median for plans this size$2,440
2023$1,506 per active participant
2022$1,802 per active participant

Surefox North America Corp.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ADP, INC. · Loan processing · Recordkeeping$33,963
PLAN CHEC(K) CPAS · Recordkeeping · Pension consulting$9,500
ADP BROKER-DEALERindirect comp
MORGAN STANLEY SMITH BARNEY LLC · Other servicesindirect 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
2023$43,463 · 0.41%
2022$18,672 · 0.22%
Same employer
Similar plansAdministrative & Support Services · California
Majorel USA, Inc. CA$12.8M · 0.42%
Fisher Holdings Inc CA$12.3M · 0.48%
Pacific Coast Termite, Inc. CA$12.2M · 0.38%
Bluestar Resort & Golf LLC CA$11.7M · 0.64%
Servicon Systems, Inc. CA$11.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830720650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.