What are the fees in the ENGAGE3, LLC 401(k) plan?

For plan year 2024, ENGAGE3, LLC reported $4,249 in plan administrative expenses, or 0.14% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the ENGAGE3, LLC 401(k)?

The average participant account balance was $34,279 for plan year 2024, based on 96 accounts.

ENGAGE3, LLC401(k)

Name: ENGAGE3, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

ENGAGE3 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024

0.14%

ENGAGE3, LLC reported $4,249 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (951st of 1,285), and 10,428th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$3,290,829
Participants with balances96
Active participants61
Employer contributions—
Employee contributions$557,471
Employer contribution per active participant—
Average account balance$34,279
Benefits paid to participants$256,842
Plan auditUnmodified (clean) audit opinion
AuditorBDMP ASSURANCE, LLP

Administrative expenses, itemized · 2024

Audit (IQPA)$4,249

Total administrative$4,249

What these fees cost you

Your balance

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 history1

2024$4,249 · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262838844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.