Plan Ledger DOL Form 5500 · updated monthly

UNIT21, Inc401(k)

UNIT21, INC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

UNIT21, Inc reported $6,796 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3 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 has held roughly steady near 0.148%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,860th of 9,483), and 1,856th of 2,199 in information & media. In 2024, employees put in $4802.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,447,508
Participants with balances152
Active participants81
Employer contributions$241
Employee contributions$1,157,387
Employer contribution per active participant$3
Average account balance$35,839
Benefits paid to participants$330,396
Plan auditUnmodified (clean) audit opinion
AuditorBRIDGE CPA PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$5.4M · 152 accts · $241 emplr
2023$3.7M · 148 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,152
Investment management$3,644
Total administrative$6,796
The UNIT21, Inc 401(k) match · 2024
Employer contribution per active participant$3
Median for plans this size$1,313

UNIT21, Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
GUIDELINE, INC. · Plan administrator · Recordkeeping$6,162

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

Administrative cost history2
2024$6,796 · 0.15%
2023$4,443 · 0.15%
Similar plansInformation & Media · California
Fortanix Inc CA$5.7M · 0.12%
Panther Labs Inc CA$5.5M · 0.12%
Zoo Digital Production CA$5.4M · 0.22%
Digital Pcs Nevada, Inc. CA$5.2M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352634559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.