Plan Ledger DOL Form 5500 · updated monthly

Articulate Global, LLC401(k)

ARTICULATE GLOBAL 401(K) PLAN · SAGAPONACK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Articulate Global, LLC reported $698 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,849 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 0.01% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,507th-largest of 5,648 plans among New York employers on file, and the 581st of 2,199 in information & media. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has grown from 357 to 413 since 2022.

Plan summary
Net assets, end of year$43,652,337
Participants with balances481
Active participants413
Employer contributions$2,002,575
Employee contributions$4,994,229
Employer contribution per active participant$4,849
Average account balance$90,753
Benefits paid to participants$2,458,988
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.7M · 481 accts · $2.0M emplr
2023$31.8M · 418 accts · $1.8M emplr
2022$21.2M · 396 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$698
Total administrative$698
The Articulate Global, LLC 401(k) match · 2024
Employer contribution per active participant$4,849
Median for plans this size$2,416
2024$4,849 per active participant
2023$5,081 per active participant
2022$4,831 per active participant

Articulate Global, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$947

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$698 · 0.00%
2023$604 · 0.00%
2022$1,615 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 010742391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.