Plan Ledger DOL Form 5500 · updated monthly

Birdeye Inc.401(k)

BIRDEYE INC. RETIREMENT TRUST · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Birdeye Inc. reported $37,594 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $2,378 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 0.50% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,312th of 9,483), and 7,832nd of 11,654 in professional & technical services. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has shrunk from 352 to 243 since 2022.

Plan summary
Net assets, end of year$10,541,064
Participants with balances344
Active participants243
Employer contributions$577,938
Employee contributions$1,645,484
Employer contribution per active participant$2,378
Average account balance$30,643
Benefits paid to participants$1,570,783
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 344 accts · $578K emplr
2023$8.0M · 364 accts · $416K emplr
2022$5.3M · 324 accts · $388K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,910
Trustee / custodial$2,684
Total administrative$37,594
The Birdeye Inc. 401(k) match · 2024
Employer contribution per active participant$2,378
Median for plans this size$1,313
2024$2,378 per active participant
2023$1,224 per active participant
2022$1,103 per active participant

Birdeye Inc.'s 2024 employer contribution ran above the $1,313 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
DECIMAL, INC. · Plan administrator · Recordkeeping$34,910

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

Recordkeeper by year2
2024DECIMAL, INC.
2023DECIMAL, INC.

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Administrative cost history3
2024$37,594 · 0.41%
2023$31,047 · 0.47%
2022$26,297 · 0.50%
Same employer
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Synack, Inc. CA$10.6M · 0.21%
Trust Automation, Inc. CA$10.6M · 0.16%
Canary Marketing, LLC CA$10.6M · 0.75%
Assembly Intermediate LLC CA$10.5M · 1.28%
Disqo Inc. CA$10.5M · 0.48%
Jsl Technologies Inc CA$10.5M · 0.39%
Cloudian, Inc. CA$10.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454835337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.