Plan Ledger DOL Form 5500 · updated monthly

Lever, Inc.401(k)

FORUS 401(K) · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.11%

Lever, Inc. reported $11,190 in plan administrative expenses for 2022: 0.11% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,622nd of 9,483), and 8,172nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$9,449,750
Participants with balances297
Active participants155
Employer contributions—
Employee contributions$2,158,777
Employer contribution per active participant—
Average account balance$31,817
Benefits paid to participants$1,218,015
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O CONNOR FERON & CARUCCI
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$9.4M · 297 accts
Administrative expenses, itemized · 2022
Professional / advisory$11,190
Total administrative$11,190
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$11,190 · 0.11%
Same employer
Similar plansProfessional & Technical Services · California
Fuel Cycle Inc. CA$9.5M · 0.19%
Pinger, Inc. CA$9.5M · 0.00%
Bellaken Health Group Inc CA$9.5M · 0.31%
Ellison Institute, LLC CA$9.4M · 0.32%
Hungry Heart Media, Inc. CA$9.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455216329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.