Plan Ledger DOL Form 5500 · updated monthly

Takara Bio, USA, Inc.401(k)

TAKARA BIO USA, INC. 401(K) PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Takara Bio, USA, Inc. reported $40,750 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $5,123 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 0.05% to 0.07%. 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 1,375th-largest of 9,483 plans among California employers on file, and the 2,148th of 11,654 in professional & technical services. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 217 to 240 since 2022.

Plan summary
Net assets, end of year$67,095,172
Participants with balances403
Active participants240
Employer contributions$1,229,513
Employee contributions$3,829,815
Employer contribution per active participant$5,123
Average account balance$166,489
Benefits paid to participants$5,290,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.1M · 403 accts · $1.2M emplr
2023$57.2M · 435 accts · $1.2M emplr
2022$47.7M · 387 accts · $941K emplr
Administrative expenses, itemized · 2024
Investment management$30,000
Audit (IQPA)$10,750
Total administrative$40,750
The Takara Bio, USA, Inc. 401(k) match · 2024
Employer contribution per active participant$5,123
Median for plans this size$3,635
2024$5,123 per active participant
2023$4,982 per active participant
2022$4,337 per active participant

Takara Bio, USA, 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
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$30,000
METZ & ASSOCIATES PLLC · Accounting / audit$10,750

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$40,750 · 0.07%
2023$28,948 · 0.06%
2022$26,910 · 0.05%
Similar plansProfessional & Technical Services · California
Bluebeam, Inc. CA$67.1M · 0.05%
Boingo Wireless, Inc. CA$67.1M · 0.07%
Mbs Asset Management LLC CA$66.9M · 0.32%
Xifin, Inc. CA$66.9M · 0.39%
Ktgy Group, Inc. CA$66.8M · 0.26%
Nuro, Inc. CA$66.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770035190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.