Plan Ledger DOL Form 5500 · updated monthly

Swaroop Antoo dba/Akshaya Inc401(k)

AKSHAYA INC 401K PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Swaroop Antoo dba/Akshaya Inc reported $2,485 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. 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 0.03% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,127th of 9,483), and 9,940th of 11,654 in professional & technical services. active participation has shrunk from 128 to 87 since 2022.

Plan summary
Net assets, end of year$4,630,288
Participants with balances183
Active participants87
Employer contributions—
Employee contributions$699,470
Employer contribution per active participant—
Average account balance$25,302
Benefits paid to participants$427,236
Plan auditUnmodified (clean) audit opinion
AuditorALAN C YOUNG AND ASSOCIATES P.C
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 183 accts
2023$3.7M · 177 accts
2022$2.4M · 159 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,810
Investment management$675
Total administrative$2,485
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$2,485
CHARLES SCHWAB INVESTMENT MGMT INC. · Securities brokerage$34
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,485 · 0.06%
2023$1,225 · 0.04%
2022$725 · 0.03%
Similar plansProfessional & Technical Services · California
Advertise Purple, Inc. CA$4.7M · 1.00%
Tata Elxsi LTD CA$4.7M · 0.47%
Curri Inc. CA$4.7M · 0.68%
Vinfast Auto LLC CA$4.6M · 1.19%
Full Stack Finance, LLC CA$4.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455157316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.