Plan Ledger DOL Form 5500 · updated monthly

Chartbeat Inc.401(k)

CHARTBEAT 401K PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Chartbeat Inc. reported $46,454 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $5,845 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,545th-largest of 5,688 plans among Texas employers on file, and 1,274th of 2,199 in information & media. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,976,436
Participants with balances186
Active participants104
Employer contributions$607,858
Employee contributions$1,375,413
Employer contribution per active participant$5,845
Average account balance$75,142
Benefits paid to participants$999,040
Plan auditUnmodified (clean) audit opinion
AuditorMRPR GROUP, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,579
Investment management$18,875
Total administrative$46,454
The Chartbeat Inc. 401(k) match · 2024
Employer contribution per active participant$5,845
Median for plans this size$2,416

Chartbeat Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
LINCOLN NATIONAL CORPORATION · Contract administrator$27,579
ARTHUR J GALLAGHER & CO · Investment advisory (participants)$18,750

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

Administrative cost history1
2024$46,454 · 0.33%
Same employer
Similar plansInformation & Media · Texas
K2SHARE, LLC TX$14.4M · 0.01%
Kofile, Inc. TX$14.3M · 0.67%
Snow Software, Inc. TX$13.7M · 0.65%
Netwrix Corporation TX$13.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264658341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.