Plan Ledger DOL Form 5500 · updated monthly

Foxtrot Ventures, Incorporated401(k)

FOXTROT VENTURES 401(K) PLAN · WILMINGTON, DE · plan year 2023

Reported admin expense ratio · 2023
0.86%

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

Foxtrot Ventures, Incorporated reported $17,754 in plan administrative expenses for 2023: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $115 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 0.27% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Delaware (216th of 242), and 4,497th of 5,215 in retail trade. In 2023, employees put in $7.35 for every $1.00 the employer contributed; active participation has grown from 543 to 996 since 2021.

Plan summary
Net assets, end of year$2,572,592
Participants with balances123
Active participants996
Employer contributions$114,069
Employee contributions$838,436
Employer contribution per active participant$115
Average account balance$20,915
Benefits paid to participants$643,496
Plan auditDisclaimer of opinion
AuditorBEDERSON LLP
Plan history4
Yearassets · accounts · employer contribution
2024$0
2023$2.6M · 123 accts · $114K emplr
2022$1.6M · 118 accts · $42K emplr
2021$852K · 48 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,754
Total administrative$17,754
The Foxtrot Ventures, Incorporated 401(k) match · 2023
Employer contribution per active participant$115
Median for plans this size$1,308
2023$115 per active participant
2022$44 per active participant

Foxtrot Ventures, Incorporated's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$17,753

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

Administrative cost history4
2024Not separately reported
2023$17,754 · 0.86%
2022$9,830 · 0.82%
2021$2,324 · 0.27%
Same employer
Similar plansRetail Trade · Delaware
Corporate Interiors, Inc. DE$6.0M · 0.45%
Usasf, LLC DE$5.9M · 1.26%
Asap, Inc. DE$1.5M · 2.07%
Grg USA, LLC DE$428K · 0.81%
Fat Face Inc. DE$400K · 7.60%
Modell's II, Inc. DE$8K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462928250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.