Plan Ledger DOL Form 5500 · updated monthly

Fathom Seo, LLC401(k)

FATHOM SEO, LLC 401(K) PLAN · CLEVELAND, OH · plan year 2023

Reported admin expense ratio · 2023
0.72%

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

Fathom Seo, LLC reported $51,302 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. Employer contributions averaged $2,689 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 rose from 0.68% to 0.76%. 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 Ohio (2,215th of 3,295), and 8,753rd of 11,654 in professional & technical services. In 2023, employees put in $4.64 for every $1.00 the employer contributed; active participation has shrunk from 79 to 53 since 2022.

Plan summary
Net assets, end of year$7,820,605
Participants with balances140
Active participants53
Employer contributions$142,514
Employee contributions$661,403
Employer contribution per active participant$2,689
Average account balance$55,861
Benefits paid to participants$954,976
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES, INC.
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$7.6M · 64 accts · $100K emplr
2023$7.8M · 140 accts · $143K emplr
2022$6.4M · 167 accts · $227K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$51,302
Total administrative$51,302
The Fathom Seo, LLC 401(k) match · 2023
Employer contribution per active participant$2,689
Median for plans this size$1,308
2024$100,272 per active participant
2023$2,689 per active participant
2022$2,874 per active participant

Fathom Seo, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$51,301
ANCORA RETIREMENT PLAN ADVISORS INC · Investment advisory (plan)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 history4
2025Not separately reported
2024$58,800 · 0.76%
2023$51,302 · 0.72%
2022$43,601 · 0.68%
Similar plansProfessional & Technical Services · Ohio
Reimer Law Co. OH$8.1M · 0.10%
Slk America Inc. OH$8.0M · 0.44%
Mile Two, LLC OH$8.0M · 0.54%
Enviroscience, Inc. OH$7.9M · 0.45%
Sigmatek Systems, LLC OH$7.7M · 0.27%
Tryzub Inc OH$7.5M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352257489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.