Plan Ledger DOL Form 5500 · updated monthly

Botkeeper401(k)

BOTKEEPER 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Botkeeper reported $6,680 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,036 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 0.16% to 0.19%. 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 Massachusetts (2,416th of 2,726), and 10,251st of 11,654 in professional & technical services. In 2024, employees put in $7.12 for every $1.00 the employer contributed; active participation has shrunk from 105 to 38 since 2022.

Plan summary
Net assets, end of year$3,773,681
Participants with balances234
Active participants38
Employer contributions$77,358
Employee contributions$551,138
Employer contribution per active participant$2,036
Average account balance$16,127
Benefits paid to participants$760,483
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 234 accts · $77K emplr
2023$3.4M · 235 accts · $114K emplr
2022$3.1M · 234 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,936
Investment management$2,744
Total administrative$6,680
The Botkeeper 401(k) match · 2024
Employer contribution per active participant$2,036
Median for plans this size$1,313
2024$2,036 per active participant
2023$1,815 per active participant
2022$1,613 per active participant

Botkeeper's 2024 employer contribution ran above the $1,313 median for plans its size. 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
GUIDELINE, LLC · Plan administrator · Recordkeeping$6,112

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history3
2024$6,680 · 0.19%
2023$6,656 · 0.21%
2022$4,562 · 0.16%
Similar plansProfessional & Technical Services · Massachusetts
Mabl Inc MA$4.2M · 0.46%
Variantyx, Inc. MA$4.2M · 0.81%
Critical Systems, Inc. MA$4.1M · 1.52%
J.S. International, Inc. MA$3.9M · 0.75%
Medminder Systems Inc MA$3.7M · 0.62%
Marathon Sports LLC MA$3.6M · 1.51%
Owl Labs, Inc. MA$3.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474645691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.