Plan Ledger DOL Form 5500 · updated monthly

Goforward, Inc.401(k)

GOFORWARD 401(K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Goforward, Inc. reported $7,939 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.14% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,979th of 9,483), and 1,635th of 2,199 in information & media.

Plan summary
Net assets, end of year$8,101,577
Participants with balances371
Active participants203
Employer contributions$0
Employee contributions$1,609,928
Employer contribution per active participant$0
Average account balance$21,837
Benefits paid to participants$811,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 197 accts
2023$8.1M · 371 accts
2022$5.7M · 376 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,922
Investment management$17
Total administrative$7,939
The Goforward, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Goforward, Inc.'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

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$11,685 · 0.15%
2023$7,939 · 0.12%
2022$8,015 · 0.14%
Same employer
Similar plansInformation & Media · California
Contentstack Inc. CA$8.3M · 0.82%
Cryptic Studios, Inc. CA$8.2M · 0.26%
Tradeshift Inc. CA$8.1M · 0.09%
Miva, Inc. CA$8.1M · 0.07%
Loom, Inc. CA$8.1M · 0.11%
Krafton Americas, Inc. CA$8.0M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 475667148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.