Plan Ledger DOL Form 5500 · updated monthly

Treeline Inc.401(k)

TREELINE INC. 401K PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
1.77%

Treeline Inc. reported $5,830 in plan administrative expenses for 2025: 1.77% of average plan assets, above the peer median. 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 4 years on file its reported administrative ratio fell from 5.41% to 1.77%. The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (9,160th of 9,483), and 2,386th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$372,785
Participants with balances166
Active participants405
Employer contributions—
Employee contributions$131,266
Employer contribution per active participant—
Average account balance$2,246
Benefits paid to participants$66,681
Plan auditUnmodified (clean) audit opinion
AuditorLOPEZ-IWATA
Plan history3
Yearassets · accounts · employer contribution
2025$373K · 166 accts
2022$82K · 32 accts
2021$29K · 22 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,830
Total administrative$5,830
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 · 20251
ADP, INC. · Recordkeeping · Loan processing$4,430

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

Administrative cost history3
2025$5,830 · 1.77%
2022$1,031 · 1.85%
2021$860 · 5.41%
Similar plansAdministrative & Support Services · California
Spectrum Bsa Inc CA$412K · 0.68%
Execushield, Inc. CA$383K · 1.35%
Tech Firefly CA$368K · 2.18%
Renoir Staffing, LLC. CA$276K · 2.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273188700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.