Plan Ledger DOL Form 5500 · updated monthly

Gladly Software, Inc.401(k)

GLADLY SOFTWARE, INC. RETIREMENT TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Gladly Software, Inc. reported $20,438 in plan administrative expenses for 2024: 0.16% 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 0.24% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 4,500th-largest of 9,483 plans among California employers on file, and 1,253rd of 2,199 in information & media. active participation has grown from 149 to 166 since 2022.

Plan summary
Net assets, end of year$14,309,881
Participants with balances203
Active participants166
Employer contributions—
Employee contributions$2,119,095
Employer contribution per active participant—
Average account balance$70,492
Benefits paid to participants$1,351,951
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 203 accts
2023$10.7M · 203 accts · $365 emplr
2022$7.1M · 195 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,913
Trustee / custodial$3,525
Total administrative$20,438
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 · 20241
DECIMAL,INC. · Plan administrator · Recordkeeping$16,913

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

Recordkeeper by year2
2024DECIMAL,INC.
2023DECIMAL,INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$20,438 · 0.16%
2023$16,349 · 0.18%
2022$16,515 · 0.24%
Same employer
Similar plansInformation & Media · California
Rapidsos, Inc. CA$14.5M · 0.03%
Be Sunshine, LLC CA$14.4M · 0.03%
Placer Labs, Inc CA$14.4M · 0.03%
Netradyne, Inc. CA$14.3M · 0.88%
Docker, Inc. CA$14.2M · 0.40%
Usim CA$14.1M · 0.44%
Open Space Labs Inc CA$14.1M · 0.02%
Dssv, Inc. CA$13.8M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471938875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.