Plan Ledger DOL Form 5500 · updated monthly

G2 Software Systems, Inc.401(k)

G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

G2 Software Systems, Inc. reported $76,779 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. 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 0.31% to 0.29%. 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 2,799th-largest of 9,483 plans among California employers on file, and the 4,346th of 11,654 in professional & technical services. active participation has grown from 135 to 169 since 2022.

Plan summary
Net assets, end of year$28,373,180
Participants with balances131
Active participants169
Employer contributions—
Employee contributions$2,118,073
Employer contribution per active participant—
Average account balance$216,589
Benefits paid to participants$3,418,023
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 131 accts
2023$25.2M · 125 accts
2022$20.1M · 114 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,928
Investment management$37,394
Audit (IQPA)$16,291
Total administrative$76,779
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
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$37,394
FIDELITY INVESTMENTS · Loan processing$23,094
NATIONAL BENEFIT SERVICES, LLC · Accounting / audit · Consulting$16,291

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$76,779 · 0.29%
2023$83,492 · 0.37%
2022$69,555 · 0.31%
All plans at this employer2
G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN401(k)
G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · California
Vistage Worldwide, Inc. CA$28.6M · 0.16%
Sukut Construction, LLC CA$28.5M · 0.26%
Liminex, Inc. CA$28.4M · 0.07%
Scorpion Enterprises, LLC CA$28.4M · 0.05%
Teecom CA$28.3M
Albert & Mackenzie, LLP CA$28.3M · 0.84%
Gursey Schneider LLP CA$28.3M · 0.27%
Lyell Immunopharma, Inc. CA$28.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330454802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.