Plan Ledger DOL Form 5500 · updated monthly

Acumatica, Inc401(k)

ACUMATICA, INC 401(K) PLAN · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Acumatica, Inc reported $7,779 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,675 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 0.05%. 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 746th-largest of 1,714 plans among Washington employers on file, and 5,894th of 11,654 in professional & technical services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 200 to 224 since 2022.

Plan summary
Net assets, end of year$18,124,459
Participants with balances238
Active participants224
Employer contributions$1,271,249
Employee contributions$2,870,078
Employer contribution per active participant$5,675
Average account balance$76,153
Benefits paid to participants$2,068,992
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 238 accts · $1.3M emplr
2023$13.5M · 221 accts · $1.1M emplr
2022$8.8M · 208 accts · $853K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,779
Total administrative$7,779
The Acumatica, Inc 401(k) match · 2024
Employer contribution per active participant$5,675
Median for plans this size$2,416
2024$5,675 per active participant
2023$5,147 per active participant
2022$4,266 per active participant

Acumatica, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$7,779

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,779 · 0.05%
2023$3,115 · 0.03%
2022$2,975 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Washington
Office Ally, Inc. WA$18.7M · 0.30%
Landau Associates, Inc. WA$18.5M · 0.46%
Masterworks, Incorporated WA$18.2M · 0.25%
Marchex, Inc. WA$17.3M · 0.41%
Absci Corporation WA$17.2M · 0.37%
Aditi Staffing, LLC WA$16.7M · 1.47%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263224552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.