Plan Ledger DOL Form 5500 · updated monthly

Captivateiq, Inc.401(k)

CAPTIVATEIQ 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Captivateiq, Inc. reported $11,274 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. 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.

Across the 2 years on file its reported administrative ratio rose from 0.10% to 0.13%. 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 California (5,583rd of 9,483), and 8,130th of 11,654 in professional & technical services. active participation has shrunk from 244 to 206 since 2022.

Plan summary
Net assets, end of year$9,549,278
Participants with balances304
Active participants206
Employer contributions$0
Employee contributions$2,194,002
Employer contribution per active participant$0
Average account balance$31,412
Benefits paid to participants$2,003,616
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 304 accts
2023$7.4M · 292 accts
2022$4.8M · 326 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,676
Investment management$6,598
Total administrative$11,274
The Captivateiq, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Captivateiq, 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$10,200
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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$11,274 · 0.13%
2023$59,710 · 0.98%
2022$3,748 · 0.10%
Same employer
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Digital Arbitrage, Inc. CA$9.6M · 0.50%
Trove Recommerce, Inc. CA$9.6M · 0.53%
Eos Unified Solutions Inc CA$9.5M · 1.24%
Moveon.Org Civic Action CA$9.5M · 0.25%
Zenleads Inc. CA$9.5M · 0.10%
El Clasificado CA$9.5M · 0.67%
Citrine Informatics, Inc. CA$9.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823069380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.