Plan Ledger DOL Form 5500 · updated monthly

Brandlive, Inc.401(k)

BRANDLIVE, INC. 401(K) PLAN · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Brandlive, Inc. reported $18,967 in plan administrative expenses for 2023: 0.50% of average plan assets, above the peer median. Employer contributions averaged $2,521 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 1 year on file its reported administrative ratio fell from 0.54% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (804th of 1,021), and 10,135th of 11,654 in professional & technical services. In 2023, employees put in $3.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,091,071
Participants with balances138
Active participants66
Employer contributions$166,399
Employee contributions$624,712
Employer contribution per active participant$2,521
Average account balance$29,645
Benefits paid to participants$798,325
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 138 accts · $166K emplr
2022$3.4M · 163 accts · $573K emplr
Administrative expenses, itemized · 2023
Investment management$18,967
Total administrative$18,967
The Brandlive, Inc. 401(k) match · 2023
Employer contribution per active participant$2,521
Median for plans this size$1,308
2023$2,521 per active participant
2022$4,980 per active participant

Brandlive, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$18,967

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

Administrative cost history2
2023$18,967 · 0.50%
2022$15,884 · 0.54%
Same employer
Similar plansProfessional & Technical Services · Oregon
Atmosera, Inc. OR$4.9M · 0.47%
Oregon Tilth, Inc. OR$4.1M · 0.06%
Straub Collaborative Inc. OR$3.5M · 0.49%
Bamboo Technologies, Inc. OR$3.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461167350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.