Plan Ledger DOL Form 5500 · updated monthly

Tae Technologies, Inc.401(k)

TAE TECHNOLOGIES, INC. 401(K) PLAN · FOOTHILL RANCH, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Tae Technologies, Inc. reported $15,504 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,346 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 0.00% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,352nd-largest of 9,483 plans among California employers on file, and the 2,116th of 11,654 in professional & technical services. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,986,871
Participants with balances369
Active participants310
Employer contributions$1,967,400
Employee contributions$4,243,431
Employer contribution per active participant$6,346
Average account balance$184,246
Benefits paid to participants$3,782,330
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.0M · 369 accts · $2.0M emplr
2023$55.3M · 372 accts · $2.1M emplr
2022$41.2M · 313 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Investment management$17,812
Audit (IQPA)$34,132
Total administrative$15,504
The Tae Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$6,346
Median for plans this size$3,635
2024$6,346 per active participant
2023$5,714 per active participant
2022$5,260 per active participant

Tae Technologies, Inc.'s 2024 employer contribution ran above the $3,635 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
SINGERLEWAK LLC · Accounting / audit$34,132
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,812
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$15,504 · 0.03%
2023$3,802 · 0.01%
2022$153 · 0.00%
Same employer
Similar plansProfessional & Technical Services · California
Checkr Inc. CA$69.0M · 0.04%
Ziffren Brittenham LLP CA$68.3M · 0.41%
Discord Inc. CA$68.1M · 0.02%
Liebert Cassidy Whitmore CA$68.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460506342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.