Plan Ledger DOL Form 5500 · updated monthly

Likewize Corp.401(k)

LIKEWIZE CORP. 401(K) PLAN · SOUTHLAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Likewize Corp. reported $77,453 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $445 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 0.10% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 972nd-largest of 5,688 plans among Texas employers on file, and the 2,497th of 11,654 in professional & technical services. In 2024, employees put in $14.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,509,754
Participants with balances603
Active participants321
Employer contributions$142,909
Employee contributions$2,075,068
Employer contribution per active participant$445
Average account balance$93,714
Benefits paid to participants$8,162,520
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.5M · 603 accts · $143K emplr
2023$53.8M · 684 accts · $711K emplr
2022$49.3M · 700 accts · $818K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,636
Investment management$63,817
Total administrative$77,453
The Likewize Corp. 401(k) match · 2024
Employer contribution per active participant$445
Median for plans this size$3,635
2024$445 per active participant
2023$1,948 per active participant
2022$2,310 per active participant

Likewize Corp.'s 2024 employer contribution ran below the $3,635 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 · 20242
MERCER (US) INC MERCER INVESTMENTS · Investment advisory (plan)$63,817
JPMORGAN INVEST HOLDINGS LLC$13,636

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$77,453 · 0.14%
2023$62,495 · 0.12%
2022$61,605 · 0.10%
Same employer
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Raba Kistner, Inc. TX$57.2M · 0.20%
Atos Syntel Inc. TX$57.1M · 0.20%
Onesubsea LLC TX$57.0M
Elevate Pfs Holdings Inc TX$56.3M · 0.28%
Gsi Environmental, Inc. TX$56.3M · 0.01%
Quisitive, LLC TX$55.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330774267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.