Plan Ledger DOL Form 5500 · updated monthly

Entrata, Inc.401(k)

ENTRATA 401(K) PLAN · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Entrata, Inc. reported $204,750 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,112 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 3 years on file its reported administrative ratio has held roughly steady near 0.379%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 134th-largest of 848 plans among Utah employers on file, and the 2,346th of 11,654 in professional & technical services. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has shrunk from 1,485 to 1,278 since 2022.

Plan summary
Net assets, end of year$60,897,980
Participants with balances1,721
Active participants1,278
Employer contributions$2,699,455
Employee contributions$8,774,677
Employer contribution per active participant$2,112
Average account balance$35,385
Benefits paid to participants$5,857,433
Plan auditUnmodified (clean) audit opinion
AuditorWSRP, LLC.
Plan history3
Yearassets · accounts · employer contribution
2024$60.9M · 1,721 accts · $2.7M emplr
2023$47.0M · 1,645 accts · $2.6M emplr
2022$31.5M · 1,727 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,327
Investment management$83,423
Total administrative$204,750
The Entrata, Inc. 401(k) match · 2024
Employer contribution per active participant$2,112
Median for plans this size$3,635
2024$2,112 per active participant
2023$1,939 per active participant
2022$1,321 per active participant

Entrata, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$121,327
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$83,423

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

Administrative cost history3
2024$204,750 · 0.38%
2023$168,995 · 0.43%
2022$110,680 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Utah
Horrocks Engineers, Inc. UT$72.9M · 0.39%
Inmoment, Inc. UT$62.3M · 0.27%
Sirsidynix UT$53.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861072180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.