Plan Ledger DOL Form 5500 · updated monthly

Appen Butler Hill, Inc.401(k)

APPEN BUTLER HILL, INC. RETIREMENT PLAN · KIRKLAND, WA · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Appen Butler Hill, Inc. reported $66,254 in plan administrative expenses for 2023: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,232 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 0.11% to 0.69%. 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 684th-largest of 1,714 plans among Washington employers on file, and the 5,504th of 11,654 in professional & technical services. In 2023, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,202,733
Participants with balances1,632
Active participants1,556
Employer contributions$1,917,666
Employee contributions$3,137,113
Employer contribution per active participant$1,232
Average account balance$12,379
Benefits paid to participants$3,825,884
Plan auditUnmodified (clean) audit opinion
AuditorBPM
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 397 accts · $563K emplr
2023$20.2M · 1,632 accts · $1.9M emplr
2022$15.7M · 1,742 accts · $558K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,705
Investment management$36,549
Total administrative$66,254
The Appen Butler Hill, Inc. 401(k) match · 2023
Employer contribution per active participant$1,232
Median for plans this size$2,440
2024$3,754 per active participant
2023$1,232 per active participant
2022$341 per active participant

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

Service providers · 20232
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$34,887
ADP, INC. · Loan processing · Recordkeeping$31,366

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, CREATIVE PLANNING HOLDCO, LLC
2023ADP, CREATIVE PLANNING HOLDCO, LLC

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Administrative cost history3
2024$134,788 · 0.69%
2023$66,254 · 0.37%
2022$18,196 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Washington
Opportunity Council WA$20.6M · 0.33%
Wongdoody, Inc. WA$20.5M · 0.21%
Mackay & Sposito, Inc. WA$20.1M · 0.31%
Concentric Group, Inc. WA$20.0M · 0.26%
Enviroissues WA$19.9M · 0.15%
Fresh Consulting, Inc. WA$19.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352238395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.