Plan Ledger DOL Form 5500 · updated monthly

Truebinding, Inc.401(k)

TRUEBINDING, INC. 401(K) PLAN · FOSTER CITY, CA · plan year 2025

Reported admin expense ratio · 2025
0.17%

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

Truebinding, Inc. reported $6,351 in plan administrative expenses for 2025: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 2 years on file its reported administrative ratio rose from 0.10% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,398th of 9,483), and 10,179th of 11,654 in professional & technical services. active participation has shrunk from 38 to 20 since 2023.

Plan summary
Net assets, end of year$3,982,589
Participants with balances62
Active participants20
Employer contributions$0
Employee contributions$335,496
Employer contribution per active participant$0
Average account balance$64,235
Benefits paid to participants$543,946
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2025$4.0M · 62 accts
2024$3.6M · 127 accts
2023$3.0M · 102 accts
Administrative expenses, itemized · 2025
Investment management$6,351
Total administrative$6,351
The Truebinding, Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$1,464

Truebinding, Inc.'s 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom quarter of its peers. 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 · 20251
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$6,350

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$6,351 · 0.17%
2024$1,594 · 0.05%
2023$2,722 · 0.10%
Similar plansProfessional & Technical Services · California
Sensis, Inc. CA$4.1M · 1.85%
Betterworks Systems, Inc. CA$4.1M · 0.04%
Hathway, Inc. CA$4.0M · 0.13%
Bacchus Management Group CA$4.0M · 0.15%
Cavallo Point LLC CA$4.0M · 0.87%
Mercy for Animals CA$4.0M · 0.58%
Ordermark Inc. CA$3.9M · 1.14%
317 Labs Inc CA$3.9M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 475573420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.