Plan Ledger DOL Form 5500 · updated monthly

Evisort Inc.401(k)

EVISORT INC 401(K) PLAN · SAN MATEO, CA · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Evisort Inc. reported $3,923 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $58 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 1 year on file its reported administrative ratio rose from 0.10% to 0.38%. 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 California (7,028th of 9,483), and 9,841st of 11,654 in professional & technical services. In 2023, employees put in $231.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,931,125
Participants with balances156
Active participants121
Employer contributions$7,006
Employee contributions$1,618,416
Employer contribution per active participant$58
Average account balance$31,610
Benefits paid to participants$868,608
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.3M · 65 accts · $582 emplr
2023$4.9M · 156 accts · $7K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,116
Investment management$807
Total administrative$3,923
The Evisort Inc. 401(k) match · 2023
Employer contribution per active participant$58
Median for plans this size$1,308

Evisort Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,116

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

Administrative cost history2
2024$11,741 · 0.38%
2023$3,923 · 0.10%
Same employer
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C S Bio Co. CA$5.0M · 0.42%
Lilac Solutions, Inc. CA$4.9M · 0.26%
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Modern Animal, Inc CA$4.9M · 0.67%
Ranker, Inc CA$4.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814677701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.