Fundbox, Inc.401(k)
FUNDBOX 401(K) PLAN · PLANO, TX · plan year 2024
Fundbox, Inc. reported $1,000 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 fell from 0.04% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,832nd of 5,688), and 4,384th of 4,798 in finance & insurance. active participation has shrunk from 129 to 89 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 364759182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.