Plan Ledger DOL Form 5500 · updated monthly

Bold Penguin, Inc.401(k)

BOLD PENGUIN 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Bold Penguin, Inc. reported $24,830 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $6,231 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 0.13% to 0.15%. 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 1,395th-largest of 3,295 plans among Ohio employers on file, and the 1,064th of 2,199 in information & media. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has shrunk from 262 to 207 since 2022.

Plan summary
Net assets, end of year$18,662,986
Participants with balances280
Active participants207
Employer contributions$1,289,882
Employee contributions$2,569,632
Employer contribution per active participant$6,231
Average account balance$66,654
Benefits paid to participants$2,025,121
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 280 accts · $1.3M emplr
2023$14.1M · 372 accts · $1.2M emplr
2022$10.3M · 451 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,440
Investment management$390
Total administrative$24,830
The Bold Penguin, Inc. 401(k) match · 2024
Employer contribution per active participant$6,231
Median for plans this size$2,416
2024$6,231 per active participant
2023$5,006 per active participant
2022$4,056 per active participant

Bold Penguin, Inc.'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.

Administrative cost history3
2024$24,830 · 0.15%
2023$14,360 · 0.12%
2022$12,102 · 0.13%
Same employer
Similar plansInformation & Media · Ohio
Clubessential Holdings, LLC OH$24.4M · 0.25%
Mim Software Inc. OH$21.6M · 0.27%
Mills-James Inc OH$20.7M · 0.18%
Turning Technologies, LLC OH$19.6M · 0.19%
O Neil & Associates, Inc. OH$17.4M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 813064148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.