Plan Ledger DOL Form 5500 · updated monthly

Syufy Enterprises, L.P.401(k)

SYUFY ENTERPRISES RETIREMENT PLAN · SAN RAFAEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Syufy Enterprises, L.P. reported $94,252 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $427 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 fell from 0.21% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,746th-largest of 9,483 plans among California employers on file, and the 200th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 1,013 to 2,462 since 2022.

Plan summary
Net assets, end of year$50,902,141
Participants with balances488
Active participants2,462
Employer contributions$1,052,495
Employee contributions$2,510,795
Employer contribution per active participant$427
Average account balance$104,308
Benefits paid to participants$5,863,447
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.9M · 488 accts · $1.1M emplr
2023$45.7M · 492 accts · $983K emplr
2022$37.0M · 516 accts · $878K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,252
Investment management$50,000
Total administrative$94,252
The Syufy Enterprises, L.P. 401(k) match · 2024
Employer contribution per active participant$427
Median for plans this size$2,416
2024$427 per active participant
2023$877 per active participant
2022$867 per active participant

Syufy Enterprises, L.P.'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
NFP RETIREMENT INC · Investment advisory (plan)$50,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,252

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$94,252 · 0.20%
2023$94,467 · 0.23%
2022$86,001 · 0.21%
Same employer
Similar plansArts, Entertainment & Recreation · California
Gsw Sports LLC CA$51.7M · 0.41%
Los Angeles Dodgers LLC CA$51.2M · 0.32%
The Exploratorium CA$48.6M · 0.36%
Fortiss, LLC CA$48.5M · 0.41%
The Bay Club Company CA$47.7M · 0.40%
Patreon, Inc CA$45.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942167713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.