Plan Ledger DOL Form 5500 · updated monthly

Broadbase Inc401(k)

BROADBASE INC 401(K) PROFIT SHARING PLAN & TRUST · WEST SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Broadbase Inc reported $25,502 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $647 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 0.74% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,884th of 9,483), and 2,677th of 3,341 in other services. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,938,950
Participants with balances552
Active participants278
Employer contributions$179,956
Employee contributions$247,465
Employer contribution per active participant$647
Average account balance$5,324
Benefits paid to participants$346,910
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 552 accts · $180K emplr
2023$2.5M · 509 accts · $167K emplr
2022$1.9M · 464 accts · $154K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,466
Investment management$16,176
Trustee / custodial$860
Total administrative$25,502
The Broadbase Inc 401(k) match · 2024
Employer contribution per active participant$647
Median for plans this size$1,313
2024$647 per active participant
2023$597 per active participant
2022$569 per active participant

Broadbase Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
PAYCHEX, INC. · Recordkeeping$11,260
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$12,627

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

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$25,502 · 0.94%
2023$18,386 · 0.83%
2022$14,362 · 0.74%
Same employer
Similar plansOther Services · California
No Ordinary Moments, Inc. CA$3.1M · 0.31%
Sacramento Scs, Inc. CA$3.0M · 0.10%
Promesa Behavioral Health CA$2.8M · 0.72%
Nations Finest CA$2.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680067886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.