Plan Ledger DOL Form 5500 · updated monthly

Fishbowl Inc.401(k)

FISHBOWL, INC. DBA PERSONICA 401(K) PLAN · ALEXANDRIA, VA · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Fishbowl Inc. reported $39,211 in plan administrative expenses for 2022: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,043 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,826th of 2,266), and 9,769th of 11,654 in professional & technical services. In 2022, employees put in $8.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,079,806
Participants with balances92
Active participants27
Employer contributions$28,165
Employee contributions$246,869
Employer contribution per active participant$1,043
Average account balance$55,215
Benefits paid to participants$943,030
Plan auditUnmodified (clean) audit opinion
AuditorKAISER SCHERER & SCHLEGEL PLLC
The Fishbowl Inc. 401(k) match · 2022
Employer contribution per active participant$1,043
Median for plans this size$1,114

Fishbowl Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$39,211 · 0.66%
Similar plansProfessional & Technical Services · Virginia
Tekmasters LLC VA$5.2M · 0.50%
Ennoble First, Inc. VA$5.1M · 0.79%
Intellectechs, Inc. VA$5.1M · 1.41%
Pgtek Inc. VA$5.1M · 0.89%
Fedwriters, Inc. VA$5.1M · 0.97%
Teleworld Solutions, Inc VA$5.1M · 0.45%
Rios Partners, LLC VA$5.0M · 0.49%
Psi International Inc. VA$5.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541979475 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.