Plan Ledger DOL Form 5500 · updated monthly

Leadstack, Inc401(k)

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

Reported admin expense ratio · 2024
0.57%

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

Leadstack, Inc reported $10,456 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2 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 3 years on file its reported administrative ratio has held roughly steady near 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,263rd of 9,483), and 10,844th of 11,654 in professional & technical services. In 2024, employees put in $2608.32 for every $1.00 the employer contributed; active participation has shrunk from 122 to 88 since 2022.

Plan summary
Net assets, end of year$2,107,378
Participants with balances269
Active participants88
Employer contributions$205
Employee contributions$534,705
Employer contribution per active participant$2
Average account balance$7,834
Benefits paid to participants$350,287
Plan auditUnmodified (clean) audit opinion
AuditorANNE MCCALEB CPA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 269 accts · $205 emplr
2023$1.5M · 265 accts
2022$1.3M · 298 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,020
Investment management$1,436
Total administrative$10,456
The Leadstack, Inc 401(k) match · 2024
Employer contribution per active participant$2
Median for plans this size$1,313

Leadstack, Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
GUIDELINE, INC. · Plan administrator · Recordkeeping$9,549

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

Recordkeeper by year2
2024Guideline
2023Guideline

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Administrative cost history3
2024$10,456 · 0.57%
2023$9,230 · 0.66%
2022$6,890 · 0.59%
Similar plansProfessional & Technical Services · California
Hodo Soy CA$2.2M · 0.35%
Idc Technologies, Inc CA$2.2M · 0.16%
Ulab Systems, Inc. CA$2.2M · 1.12%
Treez Inc. CA$2.1M · 0.18%
Monterey Sd Partners Inc CA$2.1M · 0.86%
Sysintelli Inc CA$2.1M · 0.01%
Secret Charm CA$2.0M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811915257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.