Plan Ledger DOL Form 5500 · updated monthly

Tippett Studio, Inc.401(k)

TIPPETT STUDIO 401(K) PROFIT SHARING PLAN · BERKELEY, CA · plan year 2023

Reported admin expense ratio · 2023
0.65%

Tippett Studio, Inc. reported $77,082 in plan administrative expenses for 2023: 0.65% of average plan assets, higher than ~90% 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 0.61% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (4,911th of 9,483), and 1,355th of 2,199 in information & media.

Plan summary
Net assets, end of year$12,335,494
Participants with balances89
Active participants50
Employer contributions—
Employee contributions$234,309
Employer contribution per active participant—
Average account balance$138,601
Benefits paid to participants$1,363,889
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$12.3M · 89 accts
2022$11.6M · 109 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,221
Investment management$29,861
Total administrative$77,082
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 · 20232
LINCOLN NATIONAL CORPORATION · Contract administrator$47,221
PRECEPT ADVISORY GROUP LLC · Investment advisory (plan)$29,861

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

Administrative cost history2
2023$77,082 · 0.65%
2022$83,326 · 0.61%
Similar plansInformation & Media · California
Celerium Inc. CA$12.6M · 0.63%
Evalueserve Inc. CA$12.4M · 0.43%
Visual Supply Company CA$12.4M · 0.25%
Trustarc, Inc. CA$12.4M · 0.40%
Kentik Technologies, Inc. CA$12.3M · 0.02%
Afresh Technologies Inc CA$12.3M · 0.10%
Rigetti & Co, Inc. CA$11.9M · 0.12%
Viz.Ai, Inc. CA$11.8M

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Source: U.S. Department of Labor, Form 5500 series, EIN 943154061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.