Plan Ledger DOL Form 5500 · updated monthly

Birch Grove Software, Inc.401(k)

ACTIVTRAK 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

Birch Grove Software, Inc. reported $946 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 0.07% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (3,753rd of 5,688), and 1,782nd of 2,199 in information & media. active participation has shrunk from 151 to 134 since 2022.

Plan summary
Net assets, end of year$6,297,147
Participants with balances126
Active participants134
Employer contributions—
Employee contributions$1,162,290
Employer contribution per active participant—
Average account balance$49,977
Benefits paid to participants$184,615
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 126 accts
2023$4.5M · 120 accts
2022$2.6M · 118 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$946
Total administrative$946
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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$946

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$946 · 0.02%
2023$1,446 · 0.04%
2022$1,928 · 0.07%
Same employer
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Jg Media, Inc. TX$6.0M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752602877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.