Plan Ledger DOL Form 5500 · updated monthly

Consumertrack, Inc.401(k)

CONSUMERTRACK, INC. 401(K) PROFIT SHARING PLAN · EL SEGUNDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Consumertrack, Inc. reported $20,760 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,370 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 0.22% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,087th of 9,483), and 7,551st of 11,654 in professional & technical services. In 2024, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,469,662
Participants with balances195
Active participants147
Employer contributions$495,373
Employee contributions$1,308,302
Employer contribution per active participant$3,370
Average account balance$58,819
Benefits paid to participants$862,715
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $39K emplr
2024$11.5M · 195 accts · $495K emplr
2023$9.0M · 177 accts · $482K emplr
2022$7.2M · 185 accts · $406K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,760
Total administrative$20,760
The Consumertrack, Inc. 401(k) match · 2024
Employer contribution per active participant$3,370
Median for plans this size$2,416
2024$3,370 per active participant
2023$3,466 per active participant
2022$2,841 per active participant

Consumertrack, Inc.'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 · 20243
HICKS PENSION SERVICES · Recordkeeping · Loan processing$1,750
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processingindirect comp
LEE CPA AUDIT GROUP · Accounting / audit$4,500

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

Recordkeeper by year3
2025HICKS PENSION SERVICES, Transamerica
2024HICKS PENSION SERVICES, Transamerica
2023HICKS PENSION SERVICES, Transamerica

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Administrative cost history4
2025Not separately reported
2024$20,760 · 0.20%
2023$19,550 · 0.24%
2022$15,400 · 0.22%
Similar plansProfessional & Technical Services · California
Maze Therapeutics Inc CA$11.6M · 0.01%
Agiloft, Inc. CA$11.5M · 0.17%
D&K Engineering, Inc. CA$11.5M · 0.68%
Heliogen, Inc. CA$11.4M · 0.22%
Shape Security, Inc. CA$11.4M · 0.55%
Seer, Inc. CA$11.4M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200849843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.