Plan Ledger DOL Form 5500 · updated monthly

Team San Jose401(k)

TEAM SAN JOSE 401(K) PLAN · SAN JOSE, CA · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Team San Jose reported $43,743 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,549 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 3 years on file its reported administrative ratio fell from 0.47% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 4,448th-largest of 9,483 plans among California employers on file, and the 1,309th of 3,341 in other services. In 2025, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 232 to 129 since 2022.

Plan summary
Net assets, end of year$14,633,333
Participants with balances223
Active participants129
Employer contributions$457,795
Employee contributions$1,028,896
Employer contribution per active participant$3,549
Average account balance$65,620
Benefits paid to participants$698,003
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.6M · 223 accts · $458K emplr
2024$11.9M · 232 accts · $381K emplr
2023$10.5M · 222 accts · $357K emplr
2022$8.2M · 216 accts · $314K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,301
Investment management$6,442
Total administrative$43,743
The Team San Jose 401(k) match · 2025
Employer contribution per active participant$3,549
Median for plans this size$2,666
2025$3,549 per active participant
2024$2,628 per active participant
2023$2,531 per active participant
2022$1,355 per active participant

Team San Jose's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$37,301
LEAFHOUSE FINANCIAL ADVISORS, LLC · Consulting · Insurance services$6,442

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023TAG RESOURCES, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left Team San Jose before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$43,743 · 0.33%
2024$39,901 · 0.36%
2023$32,670 · 0.35%
2022$43,233 · 0.47%
Same employer
Similar plansOther Services · California
California Society of Cpas CA$15.5M · 0.38%
Balt USA, LLC CA$15.5M · 0.56%
Hk Enterprises, Inc. CA$14.6M · 0.14%
Unico Mechanical Corp. CA$14.4M · 0.42%
El Proyecto Del Barrio,Inc. CA$14.4M · 0.14%
Pdq Enterprises, Inc CA$14.3M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200507663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.