Plan Ledger DOL Form 5500 · updated monthly

Inscripta, Inc.401(k)

INSCRIPTA 401(K) PLAN · PLEASANTON, CA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Inscripta, Inc. reported $16,183 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $6,531 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 1 year on file its reported administrative ratio fell from 0.46% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,948th of 9,483), and 7,354th of 11,654 in professional & technical services. In 2023, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,120,731
Participants with balances229
Active participants61
Employer contributions$398,389
Employee contributions$943,621
Employer contribution per active participant$6,531
Average account balance$52,929
Benefits paid to participants$3,395,562
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$12.1M · 229 accts · $398K emplr
2022$11.1M · 206 accts · $963K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,680
Investment management$1,503
Total administrative$16,183
The Inscripta, Inc. 401(k) match · 2023
Employer contribution per active participant$6,531
Median for plans this size$2,440
2023$6,531 per active participant
2022$10,033 per active participant

Inscripta, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 · 20232
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$1,503

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

Administrative cost history2
2023$16,183 · 0.14%
2022$48,904 · 0.46%
Same employer
Similar plansProfessional & Technical Services · California
Atrium Insight Inc. CA$12.2M · 0.06%
The Barnes Firm Lc CA$12.2M · 0.97%
Trussworks, Inc. CA$12.1M · 0.03%
Visiquate Inc. CA$12.1M · 0.33%
Imply Data, Inc. CA$12.1M · 0.59%
Caylent, Inc. CA$12.1M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474648713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.