Plan Ledger DOL Form 5500 · updated monthly

Ancestry.com Operations Inc.401(k)

ANCESTRY RETIREMENT SAVINGS AND INVESTMENT PLAN · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Ancestry.com Operations Inc. reported $274,648 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,335 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 fell from 0.17% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 32nd-largest of 848 plans among Utah employers on file, and the 176th of 2,199 in information & media. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has shrunk from 1,240 to 1,108 since 2022.

Plan summary
Net assets, end of year$219,746,376
Participants with balances1,886
Active participants1,108
Employer contributions$4,803,332
Employee contributions$15,339,920
Employer contribution per active participant$4,335
Average account balance$116,515
Benefits paid to participants$18,657,588
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$219.7M · 1,886 accts · $4.8M emplr
2023$189.6M · 2,015 accts · $5.1M emplr
2022$150.9M · 2,030 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$183,458
Total administrative$274,648
The Ancestry.com Operations Inc. 401(k) match · 2024
Employer contribution per active participant$4,335
Median for plans this size$3,635
2024$4,335 per active participant
2023$4,190 per active participant
2022$4,000 per active participant

Ancestry.com Operations Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
CAPFINANCIAL PARTNERS LLC DBA$65,686
BDO USA, LLP$25,504

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$274,648 · 0.13%
2023$254,525 · 0.15%
2022$278,177 · 0.17%
Same employer
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American Public Media Group MN$225.5M · 0.00%
Springer Nature NY$225.4M · 0.06%
Comporium, Inc. SC$223.5M · 0.05%
Renaissance Learning, Inc. WI$217.3M · 0.28%
COMPANY3 / Method Inc. CA$216.5M · 0.02%
Nep Broadcasting, LLC PA$216.4M · 0.12%
Block Communications, Inc. OH$210.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870392473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.