Plan Ledger DOL Form 5500 · updated monthly

Adtheorent Inc401(k)

ADTHEORENT INC 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Adtheorent Inc reported $2,472 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,415 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 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,897th-largest of 5,648 plans among New York employers on file, and the 4,035th of 11,654 in professional & technical services. In 2023, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,260,553
Participants with balances395
Active participants295
Employer contributions$1,597,318
Employee contributions$3,474,438
Employer contribution per active participant$5,415
Average account balance$79,141
Benefits paid to participants$2,221,787
Plan auditUnmodified (clean) audit opinion
AuditorHBK CPAS & CONSULTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $1.7M emplr
2023$31.3M · 395 accts · $1.6M emplr
2022$23.4M · 385 accts · $1.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,472
Total administrative$2,472
The Adtheorent Inc 401(k) match · 2023
Employer contribution per active participant$5,415
Median for plans this size$2,440
2023$5,415 per active participant
2022$5,101 per active participant

Adtheorent Inc's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$2,471
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024Not separately reported
2023$2,472 · 0.01%
2022$2,015 · 0.01%
Same employer
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Movable Inc. NY$31.9M · 0.20%
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Exiger, LLC NY$31.3M · 0.04%
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Source: U.S. Department of Labor, Form 5500 series, EIN 454058936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.