Plan Ledger DOL Form 5500 · updated monthly

Tech Firefly401(k)

TECH FIREFLY RETIREMENT SAVINGS PLAN · SANTA CLARA, CA · plan year 2022

Reported admin expense ratio · 2022
2.18%

Tech Firefly reported $5,212 in plan administrative expenses for 2022: 2.18% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 2.18% to 2.57%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (9,163rd of 9,483), and 2,388th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$367,865
Participants with balances124
Active participants198
Employer contributions—
Employee contributions$307,713
Employer contribution per active participant—
Average account balance$2,967
Benefits paid to participants$8,421
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL J. CONKEY & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2023$364K · 169 accts
2022$368K · 124 accts
Administrative expenses, itemized · 2022
Investment management$5,212
Total administrative$5,212
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$9,414 · 2.57%
2022$5,212 · 2.18%
Similar plansAdministrative & Support Services · California
Spectrum Bsa Inc CA$412K · 0.68%
Execushield, Inc. CA$383K · 1.35%
Treeline Inc. CA$373K · 1.77%
Renoir Staffing, LLC. CA$276K · 2.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815035953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.