Plan Ledger DOL Form 5500 · updated monthly

Broadly Inc.401(k)

BROADLY 401(K) PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Broadly Inc. reported $7,738 in plan administrative expenses for 2022: 0.35% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (8,238th of 9,483), and 2,080th of 2,199 in information & media.

Plan summary
Net assets, end of year$2,154,409
Participants with balances217
Active participants65
Employer contributions$0
Employee contributions$403,814
Employer contribution per active participant$0
Average account balance$9,928
Benefits paid to participants$165,613
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA & ASSOCIATES INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$57
Investment management$7,481
Total administrative$7,738
The Broadly Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Broadly Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,738 · 0.35%
Similar plansInformation & Media · California
Hi LLC CA$2.5M · 0.01%
Akido Labs, Inc. CA$2.4M · 0.16%
Buildzoom Inc CA$2.2M · 0.99%
Gosite, Inc CA$2.2M · 0.05%
Bevy Labs, Inc. CA$1.9M · 0.25%
Stage 29 Productions, LLC CA$1.9M · 0.83%
Community.com CA$1.9M · 0.23%
X.Ai Corp CA$1.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463610602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.