Plan Ledger DOL Form 5500 · updated monthly

Mersive Technologies, Inc.401(k)

MERSIVE TECHNOLOGIES, INC. 401(K) AND PROFIT SHARING PLAN · LAKEWOOD, CO · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Mersive Technologies, Inc. reported $21,413 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $3,484 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 0.28% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Colorado (929th of 1,461), and 1,721st of 2,199 in information & media. In 2023, employees put in $4.36 for every $1.00 the employer contributed; active participation has shrunk from 108 to 51 since 2022.

Plan summary
Net assets, end of year$7,035,743
Participants with balances106
Active participants51
Employer contributions$177,676
Employee contributions$774,555
Employer contribution per active participant$3,484
Average account balance$66,375
Benefits paid to participants$2,174,854
Plan auditUnmodified (clean) audit opinion
AuditorHANSON & CO. CAPS
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 98 accts · $110K emplr
2023$7.0M · 106 accts · $178K emplr
2022$7.0M · 145 accts · $265K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,054
Investment management$8,359
Total administrative$21,413
The Mersive Technologies, Inc. 401(k) match · 2023
Employer contribution per active participant$3,484
Median for plans this size$1,308
2024$2,554 per active participant
2023$3,484 per active participant
2022$2,449 per active participant

Mersive Technologies, Inc.'s 2023 employer contribution ran above the $1,308 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
EMPOWER ADVISORY GROUP, LLC · Investment management$8,359

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$21,746 · 0.31%
2023$21,413 · 0.30%
2022$19,611 · 0.28%
Same employer
Similar plansInformation & Media · Colorado
Tracegains Inc CO$9.3M · 0.41%
Emergy, Inc. CO$7.6M · 0.41%
Sounds True Inc. CO$7.2M · 0.70%
Illfonic Inc CO$5.1M · 0.63%
Ems Operations LLC CO$3.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205264628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.