Plan Ledger DOL Form 5500 · updated monthly

Contentsquare401(k)

HEAP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Contentsquare reported $34,977 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,668 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 professional & technical services employers. By assets it is the 2,466th-largest of 5,648 plans among New York employers on file, and the 5,372nd of 11,654 in professional & technical services. In 2024, employees put in $7.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,993,480
Participants with balances415
Active participants130
Employer contributions$346,850
Employee contributions$2,593,792
Employer contribution per active participant$2,668
Average account balance$50,587
Benefits paid to participants$4,666,058
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN CO. LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,977
Total administrative$34,977
The Contentsquare 401(k) match · 2024
Employer contribution per active participant$2,668
Median for plans this size$2,416

Contentsquare'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,977

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$34,977 · 0.17%
Similar plansProfessional & Technical Services · New York
Netatwork, Inc. NY$21.1M · 0.42%
Berlin Rosen LTD. NY$21.0M · 0.20%
Kraft & Kennedy, Inc. NY$20.5M · 0.19%
Sisense, Inc. NY$20.4M · 0.52%
M & J Engineering, P.C. NY$20.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934354406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.