Plan Ledger DOL Form 5500 · updated monthly

Iterable, Inc.401(k)

ITERABLE 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Iterable, Inc. reported $8,493 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 3 years on file its reported administrative ratio has held roughly steady near 0.021%. 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 1,927th-largest of 9,483 plans among California employers on file, and the 565th of 2,199 in information & media. active participation has shrunk from 623 to 481 since 2022.

Plan summary
Net assets, end of year$44,938,224
Participants with balances698
Active participants481
Employer contributions—
Employee contributions$8,075,896
Employer contribution per active participant—
Average account balance$64,381
Benefits paid to participants$4,476,144
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.9M · 698 accts
2023$34.3M · 726 accts · $5K emplr
2022$23.3M · 732 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,493
Total administrative$8,493
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$8,493
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$8,493 · 0.02%
2023$7,900 · 0.03%
2022$4,510 · 0.02%
Same employer
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Shield Ai, Inc. CA$46.2M · 0.03%
Inseego Corp. CA$45.0M · 0.11%
Daybreak Game Company, LLC CA$44.7M · 0.30%
Demandbase, Inc. CA$43.8M · 0.13%
Everlaw, Inc. CA$43.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462289594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.