Plan Ledger DOL Form 5500 · updated monthly

Amperity, Inc.401(k)

AMPERITY 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Amperity, Inc. reported $18,885 in plan administrative expenses for 2024: 0.08% 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 rose from 0.06% to 0.08%. 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 578th-largest of 1,714 plans among Washington employers on file, and the 4,570th of 11,654 in professional & technical services. active participation has shrunk from 364 to 241 since 2022.

Plan summary
Net assets, end of year$26,395,294
Participants with balances367
Active participants241
Employer contributions$0
Employee contributions$4,791,254
Employer contribution per active participant$0
Average account balance$71,922
Benefits paid to participants$2,667,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 367 accts
2023$19.2M · 450 accts
2022$11.7M · 411 accts
Administrative expenses, itemized · 2024
Investment management$21,010
Total administrative$18,885
The Amperity, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Amperity, 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 · 20242
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$21,010
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$18,885 · 0.08%
2023$13,811 · 0.09%
2022$6,031 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Washington
Harris Group Inc. WA$28.3M · 0.22%
Lee & Hayes, P.C. WA$28.1M · 0.34%
Ahbl, Inc. WA$26.6M · 0.15%
Rec Room Inc. WA$25.4M · 0.10%
Bridge Partners, LLC WA$25.3M · 0.12%
Affirma, LLC WA$25.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810890699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.