Plan Ledger DOL Form 5500 · updated monthly

Acumera, Inc.401(k)

ACUMERA, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.82%

Acumera, Inc. reported $31,379 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.33% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,260th of 5,688), and 10,111th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,146,617
Participants with balances105
Active participants203
Employer contributions—
Employee contributions$533,299
Employer contribution per active participant—
Average account balance$39,492
Benefits paid to participants$418,357
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.1M · 105 accts
2023$3.5M · 125 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,705
Investment management$11,674
Total administrative$31,379
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 · 20246
RETIREMENT SOLUTIONS SPECIALISTS · Recordkeeping$3,126
STADION MONEY MANAGEMENT · Investment advisory (participants)$11,674
LINCOLN NATIONAL CORPORATION · Contract administrator$9,019
MORGAN STANLEY GLOBAL BANKING OPERA · Investment advisory (plan)$4,019
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$1,854
MORGAN STANLEY · Investment advisory (plan)$1,687

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

Recordkeeper by year2
2024RETIREMENT SOLUTIONS SPECIALISTS
2023RETIREMENT SOLUTIONS SPECIALISTS

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Administrative cost history2
2024$31,379 · 0.82%
2023$11,347 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Texas
Mmc Group, L.P. TX$4.4M · 1.10%
Ideal Impact, Inc. TX$4.1M · 0.05%
Highlevel Inc. TX$4.1M · 0.15%
Landpoint, LLC TX$4.1M · 0.53%
Orum Inc. TX$4.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743050025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.