Plan Ledger DOL Form 5500 · updated monthly

Celartem, Inc. dba Extensis and Lizard Tech401(k)

CELARTEM, INC. 401(K) PLAN · TIGARD, OR · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Celartem, Inc. dba Extensis and Lizard Tech reported $50,367 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,510 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 fell from 0.35% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 373rd-largest of 1,021 plans among Oregon employers on file, and the 1,056th of 2,199 in information & media. In 2024, employees put in $5.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,978,179
Participants with balances101
Active participants66
Employer contributions$165,649
Employee contributions$891,708
Employer contribution per active participant$2,510
Average account balance$187,903
Benefits paid to participants$931,888
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 101 accts · $166K emplr
2023$16.3M · 104 accts · $155K emplr
2022$15.5M · 112 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,421
Investment management$40,946
Total administrative$50,367
The Celartem, Inc. dba Extensis and Lizard Tech 401(k) match · 2024
Employer contribution per active participant$2,510
Median for plans this size$2,416
2024$2,510 per active participant
2023$2,190 per active participant
2022$2,488 per active participant

Celartem, Inc. dba Extensis and Lizard Tech's 2024 employer contribution ran above the $2,416 median for plans its size. 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
THE VANGUARD GROUP, INC. · Recordkeeping$9,421
KEUDELL MORRISON WEALTH MANAGEMENT · Investment advisory (plan)$40,946

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

Administrative cost history3
2024$50,367 · 0.29%
2023$58,264 · 0.37%
2022$61,940 · 0.35%
Similar plansInformation & Media · Oregon
Jama Software, Inc OR$30.2M · 0.39%
Collegenet, Inc. OR$28.6M · 0.01%
Procare Software LLC OR$26.8M · 0.29%
Revinate LLC OR$23.3M · 0.29%
Blackstone Audio OR$15.0M · 0.04%
Adpearance Holdings, LLC OR$11.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911862805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.