Plan Ledger DOL Form 5500 · updated monthly

Upside Foods, Inc.401(k)

UPSIDE FOODS 401(K) PLAN · BERKELEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Upside Foods, Inc. reported $11,514 in plan administrative expenses for 2024: 0.11% 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 fell from 0.20% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,066th of 9,483), and 7,507th of 11,654 in professional & technical services. In 2024, employees put in $406155.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,605,430
Participants with balances284
Active participants192
Employer contributions$6
Employee contributions$2,436,930
Employer contribution per active participant$0
Average account balance$40,864
Benefits paid to participants$1,578,728
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 284 accts · $6 emplr
2023$8.8M · 304 accts
2022$5.1M · 208 accts · $14K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,864
Audit (IQPA)$4,650
Total administrative$11,514
The Upside Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2024$0 per active participant
2022$66 per active participant

Upside Foods, Inc.'s 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,864

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$11,514 · 0.11%
2023$12,974 · 0.19%
2022$8,965 · 0.20%
Same employer
Similar plansProfessional & Technical Services · California
Big Panda Inc. CA$11.7M · 0.05%
Apollo Graph, Inc. CA$11.6M · 0.02%
Ruhnau Clarke Architects CA$11.6M · 0.27%
Maze Therapeutics Inc CA$11.6M · 0.01%
Agiloft, Inc. CA$11.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474780183 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.