Plan Ledger DOL Form 5500 · updated monthly

Appcast, Inc.401(k)

BAYARD ADVERTISING AGENCY, INC. 401(K) & PROFIT SHARING PLAN · LEBANON, NH · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Appcast, Inc. reported $69,658 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,520 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 0.12% to 0.35%. 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 130th-largest of 411 plans among New Hampshire employers on file, and the 4,215th of 11,654 in professional & technical services. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 180 to 334 since 2022.

Plan summary
Net assets, end of year$29,631,361
Participants with balances433
Active participants334
Employer contributions$1,175,526
Employee contributions$3,374,741
Employer contribution per active participant$3,520
Average account balance$68,433
Benefits paid to participants$3,117,119
Plan auditUnmodified (clean) audit opinion
AuditorBAKER NEWMAN AND NOYES
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 433 accts · $1.2M emplr
2023$0 · $666K emplr
2022$6.9M · 173 accts · $540K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,730
Investment management$44,779
Total administrative$69,658
The Appcast, Inc. 401(k) match · 2024
Employer contribution per active participant$3,520
Median for plans this size$2,416
2024$3,520 per active participant
2022$2,999 per active participant

Appcast, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$44,729
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$16,730

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$69,658 · 0.35%
2023Not separately reported
2022$6,790 · 0.12%
Same employer
Similar plansProfessional & Technical Services · New Hampshire
Worldcom Exchange, Inc. NH$34.1M · 0.24%
Blue Mantis, Inc NH$32.6M · 0.20%
Ballentine Partners, LLC NH$29.7M · 0.01%
Boston Analytical, Inc. NH$24.2M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470992200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.