Plan Ledger DOL Form 5500 · updated monthly

Casetext, Inc.401(k)

CASETEXT 401(K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.49%

Casetext, Inc. reported $8,673 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. 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 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (8,931st of 9,483), and 2,160th of 2,199 in information & media.

Plan summary
Net assets, end of year$779,316
Participants with balances87
Active participants0
Employer contributions$0
Employee contributions$728,570
Employer contribution per active participant—
Average account balance$8,958
Benefits paid to participants$3,146,386
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,254
Investment management$2,286
Total administrative$8,673
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
GUIDELINE, INC. · Plan administrator · Recordkeeping$8,673

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

Administrative cost history1
2023$8,673 · 0.49%
Similar plansInformation & Media · California
I2C, Inc. CA$1.5M · 0.20%
Lemonlight Media, Inc. CA$1.4M · 0.28%
Brit Media Inc. CA$1.1M · 1.30%
Skyhook Holding, Inc. CA$510K · 0.04%
Shadowmachine, LLC CA$343K · 0.58%
Industrial Media Inc. CA$246K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462807908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.