Plan Ledger DOL Form 5500 · updated monthly

Expertvoice, Inc.401(k)

EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Expertvoice, Inc. reported $67,081 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $4,577 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 fell from 0.42% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 307th-largest of 848 plans among Utah employers on file, and the 5,586th of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,806,933
Participants with balances222
Active participants164
Employer contributions$750,670
Employee contributions$1,647,947
Employer contribution per active participant$4,577
Average account balance$89,220
Benefits paid to participants$411,607
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 222 accts · $751K emplr
2023$14.9M · 208 accts · $681K emplr
2022$12.5M · 215 accts · $558K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,619
Investment management$18,462
Total administrative$67,081
The Expertvoice, Inc. 401(k) match · 2024
Employer contribution per active participant$4,577
Median for plans this size$2,416
2024$4,577 per active participant
2023$4,227 per active participant
2022$3,322 per active participant

Expertvoice, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,620
ROCK HOUSE FINANCIAL · Investment advisory (plan)$18,462

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$67,081 · 0.39%
2023$55,903 · 0.41%
2022$54,743 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Utah
Architectural Nexus, Inc. UT$21.7M · 0.00%
Forsgren Associates, Inc. UT$21.3M · 0.18%
Telarus, LLC UT$20.9M
Rego Consulting Corporation UT$19.4M · 0.15%
Uels, LLC UT$17.8M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201957244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.