Plan Ledger DOL Form 5500 · updated monthly

Data Axle, Inc.401(k)

DATA AXLE, INC. RETIREMENT PLAN · BELLEVUE, NE · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Data Axle, Inc. reported $181,556 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.076% to 0.081%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 34th-largest of 565 plans among Nebraska employers on file, and the 171st of 2,199 in information & media. In 2024, employees put in $18874.61 for every $1.00 the employer contributed; active participation has shrunk from 1,139 to 938 since 2022.

Plan summary
Net assets, end of year$226,930,467
Participants with balances1,256
Active participants938
Employer contributions$399
Employee contributions$7,530,971
Employer contribution per active participant$0
Average account balance$180,677
Benefits paid to participants$31,117,057
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$226.9M · 1,256 accts · $399 emplr
2023$218.8M · 1,377 accts · $2.4M emplr
2022$198.9M · 1,464 accts · $2.9M emplr
The Data Axle, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635
2024$0 per active participant
2023$2,279 per active participant
2022$2,571 per active participant

Data Axle, Inc.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$144,046
GROOM LAW GROUP, CHARTERED$38,253

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$181,556 · 0.08%
2023$125,604 · 0.06%
2022$179,934 · 0.08%
Same employer
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Cvent, Inc. VA$240.6M · 0.10%
Reuters America LLC NY$234.7M · 0.02%
Ringcentral Inc CA$227.6M · 0.13%
American Public Media Group MN$225.5M · 0.00%
Springer Nature NY$225.4M · 0.06%
Comporium, Inc. SC$223.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470751545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.