Plan Ledger DOL Form 5500 · updated monthly

Fourkites, Inc.401(k)

FOURKITES, INC. RETIREMENT TRUST · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.26%

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

Fourkites, Inc. reported $32,465 in plan administrative expenses for 2023: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,922 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 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,030th of 3,702), and 6,688th of 11,654 in professional & technical services. In 2023, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,548,333
Participants with balances287
Active participants229
Employer contributions$1,127,106
Employee contributions$2,275,235
Employer contribution per active participant$4,922
Average account balance$50,691
Benefits paid to participants$1,668,792
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$14.5M · 287 accts · $1.1M emplr
2022$10.3M · 306 accts · $886K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,695
Trustee / custodial$3,770
Total administrative$32,465
The Fourkites, Inc. 401(k) match · 2023
Employer contribution per active participant$4,922
Median for plans this size$2,440
2023$4,922 per active participant
2022$3,903 per active participant

Fourkites, Inc.'s 2023 employer contribution ran above the $2,440 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 · 20231
DECIMAL, INC. · Plan administrator · Recordkeeping$28,695

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

Administrative cost history3
2024Not separately reported
2023$32,465 · 0.26%
2022$28,306 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Illinois
Recsolu, Inc. dba Yello IL$15.1M · 0.39%
Shoprunner, Inc. IL$14.9M · 0.15%
Dscout, Inc. IL$14.8M · 0.23%
Phigenics Management, Inc IL$14.7M · 0.10%
Blitt and Gaines, P.C. IL$14.5M · 0.35%
Civis Analytics, Inc. IL$14.5M · 0.47%
Uptake Technologies, Inc. IL$14.5M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462468366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.