Plan Ledger DOL Form 5500 · updated monthly

Enrollease, Inc.401(k)

ENROLLEASE 401(K) PLAN · BETHESDA, MD · plan year 2023

Reported admin expense ratio · 2023
0.17%

Enrollease, Inc. reported $9,524 in plan administrative expenses for 2023: 0.17% 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.

Across the 1 year on file its reported administrative ratio rose from 0.14% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Maryland (1,231st of 1,671), and 9,493rd of 11,654 in professional & technical services. In 2023, employees put in $9.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,759,673
Participants with balances275
Active participants0
Employer contributions$121,988
Employee contributions$1,193,363
Employer contribution per active participant—
Average account balance$20,944
Benefits paid to participants$1,857,710
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $4K emplr
2023$5.8M · 275 accts · $122K emplr
2022$5.2M · 394 accts · $250K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,156
Investment management$4,368
Total administrative$9,524
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
GUIDELINE, INC. · Recordkeeping · Consulting$9,524
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Administrative cost history3
2024Not separately reported
2023$9,524 · 0.17%
2022$6,616 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Maryland
Helion Technologies, Inc. MD$5.8M · 0.92%
Tenax Technologies, LLC MD$5.8M · 0.37%
Reefpoint Group MD$5.7M · 0.81%
Servefed, Inc. MD$5.7M · 1.20%
Wintec Arrowmaker, Inc. MD$5.7M · 0.43%
Decisionpoint Corporation MD$5.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473211231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.