Plan Ledger DOL Form 5500 · updated monthly

Fetch Rewards, Inc.401(k)

FETCH 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Fetch Rewards, Inc. reported $94,912 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $4,181 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 has held roughly steady near 0.27%. 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 457th-largest of 1,936 plans among Wisconsin employers on file, and the 3,040th of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,200,571
Participants with balances845
Active participants873
Employer contributions$3,649,949
Employee contributions$8,297,433
Employer contribution per active participant$4,181
Average account balance$52,308
Benefits paid to participants$2,308,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.2M · 845 accts · $3.6M emplr
2023$27.2M · 724 accts · $2.9M emplr
2022$14.4M · 615 accts · $290K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,809
Investment management$34,103
Total administrative$94,912
The Fetch Rewards, Inc. 401(k) match · 2024
Employer contribution per active participant$4,181
Median for plans this size$2,416
2024$4,181 per active participant
2023$3,922 per active participant
2022$348 per active participant

Fetch Rewards, 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$60,809
NFP RETIREMENT INC · Investment advisory (plan)$27,145
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,957

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$94,912 · 0.27%
2023$52,930 · 0.25%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Wisconsin
R.A. Smith, Inc. WI$55.9M · 0.20%
Davis & Kuelthau, S.C. WI$53.9M · 0.21%
Software One, Inc. WI$51.0M · 0.34%
Wts Paradigm, LLC WI$39.3M · 0.34%
Donohue & Associates Inc WI$39.2M · 0.16%
Ruekert & Mielke, Inc. WI$38.4M · 0.19%
Cma/Flodyne/Hydradyne, Inc. WI$37.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822979008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.