Plan Ledger DOL Form 5500 · updated monthly

Act-On Software, Inc.401(k)

ACT-ON SOFTWARE, INC. 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Act-On Software, Inc. reported $23,641 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. 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 0.03% to 0.18%. 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 the 460th-largest of 1,021 plans among Oregon employers on file, and 6,841st of 11,654 in professional & technical services. active participation has shrunk from 148 to 98 since 2022.

Plan summary
Net assets, end of year$13,953,535
Participants with balances228
Active participants98
Employer contributions$0
Employee contributions$1,162,269
Employer contribution per active participant$0
Average account balance$61,200
Benefits paid to participants$2,287,513
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 228 accts
2023$12.9M · 248 accts
2022$9.6M · 269 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,016
Total administrative$23,641
The Act-On Software, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Act-On Software, 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 · 20243
KBF CPAS - AUDIT, LLP · Accounting / audit$14,000
CEDAR MOUNTAIN ADVISORS LLC · Investment advisory (plan)$5,625
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,116

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$23,641 · 0.18%
2023$14,279 · 0.13%
2022$3,135 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Oregon
Aspen Ml LLC OR$14.7M · 0.22%
Legitscript, LLC OR$14.2M · 0.28%
Zrt Laboratory, LLC OR$12.9M · 0.02%
Thesis, LLC OR$12.7M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204971292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.