Plan Ledger DOL Form 5500 · updated monthly

Contactability-Com LLC401(k)

CONTACTABILITY-COM LLC 401(K) PROFIT SHARING PLAN & TRUST · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Contactability-Com LLC reported $1,403 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $482 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 0.07% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,688th of 9,483), and 4,570th of 4,798 in finance & insurance. In 2024, employees put in $7.46 for every $1.00 the employer contributed; active participation has grown from 186 to 221 since 2022.

Plan summary
Net assets, end of year$3,332,487
Participants with balances157
Active participants221
Employer contributions$106,511
Employee contributions$794,088
Employer contribution per active participant$482
Average account balance$21,226
Benefits paid to participants$388,214
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 157 accts · $107K emplr
2023$2.4M · 143 accts · $126K emplr
2022$1.6M · 124 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$543
Trustee / custodial$860
Total administrative$1,403
The Contactability-Com LLC 401(k) match · 2024
Employer contribution per active participant$482
Median for plans this size$1,313
2024$482 per active participant
2023$634 per active participant
2022$575 per active participant

Contactability-Com LLC'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.

Administrative cost history3
2024$1,403 · 0.05%
2023$10,838 · 0.53%
2022$1,020 · 0.07%
Same employer
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Aera Technology Inc. CA$3.2M · 0.92%
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Source: U.S. Department of Labor, Form 5500 series, EIN 800811833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.