Plan Ledger DOL Form 5500 · updated monthly

Sycamores401(k)

SYCAMORES 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Sycamores reported $94,306 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,549 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 0.17% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,816th-largest of 9,483 plans among California employers on file, and the 1,917th of 11,911 in health care & social assistance. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,452,604
Participants with balances686
Active participants530
Employer contributions$1,351,230
Employee contributions$2,086,708
Employer contribution per active participant$2,549
Average account balance$70,631
Benefits paid to participants$3,939,499
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS
Plan history3
Yearassets · accounts · employer contribution
2024$48.5M · 686 accts · $1.4M emplr
2023$43.0M · 700 accts · $1.3M emplr
2022$35.9M · 684 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,648
Investment management$65,908
Total administrative$94,306
The Sycamores 401(k) match · 2024
Employer contribution per active participant$2,549
Median for plans this size$2,416
2024$2,549 per active participant
2023$2,431 per active participant
2022$2,316 per active participant

Sycamores's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$65,908
HATHAWAY-SYCAMORES CHILD & FAMILY S$15,750
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$12,648

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$94,306 · 0.21%
2023$65,503 · 0.17%
2022$65,889 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · California
Jwch Institute, Inc. CA$49.1M · 0.05%
Onelegacy CA$48.2M · 0.13%
Millennium Health, LLC CA$48.1M · 0.19%
Interface Rehab, Inc. CA$47.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951691005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.