Plan Ledger DOL Form 5500 · updated monthly

Thought Stream, LLC401(k)

BLUESCAPE 401(K) PLAN · REDWOOD SHORES, CA · plan year 2023

Reported admin expense ratio · 2023
0.04%

Thought Stream, LLC reported $1,997 in plan administrative expenses for 2023: 0.04% of average plan assets, lower 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 2 years on file its reported administrative ratio rose from 0.05% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,518th of 9,483), and 1,766th of 2,199 in information & media. active participation has shrunk from 129 to 59 since 2022.

Plan summary
Net assets, end of year$6,424,098
Participants with balances101
Active participants59
Employer contributions—
Employee contributions$1,199,745
Employer contribution per active participant—
Average account balance$63,605
Benefits paid to participants$599,865
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 30 accts
2023$6.4M · 101 accts
2022$4.8M · 111 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,997
Total administrative$1,997
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
NEWPORT GROUP, INC. · Loan processing$1,997

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$6,201 · 0.14%
2023$1,997 · 0.04%
2022$2,441 · 0.05%
Same employer
Similar plansInformation & Media · California
Trm Labs Inc. CA$6.7M · 0.23%
Quixote Studios, LLC CA$6.6M · 0.26%
Mission Health Labs Inc CA$6.5M · 0.12%
Redfish Labs, Inc. CA$6.4M · 0.55%
Standard Cognition, Corp. CA$6.4M · 0.12%
Spire Inc CA$6.4M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 611685926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.