Plan Ledger DOL Form 5500 · updated monthly

Monetate, Inc.401(k)

MONETATE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Monetate, Inc. reported $2,235 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,981 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 1 year on file its reported administrative ratio rose from 0.03% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (4,053rd of 5,688), and 1,884th of 2,199 in information & media. In 2024, employees put in $4.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,989,054
Participants with balances132
Active participants91
Employer contributions$271,275
Employee contributions$1,112,756
Employer contribution per active participant$2,981
Average account balance$37,796
Benefits paid to participants$250,848
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.0M · 132 accts · $271K emplr
2023$2.0M · 129 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,235
Total administrative$2,235
The Monetate, Inc. 401(k) match · 2024
Employer contribution per active participant$2,981
Median for plans this size$1,313
2024$2,981 per active participant
2023$2,285 per active participant

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

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,235

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$2,235 · 0.06%
2023$585 · 0.03%
Similar plansInformation & Media · Texas
Ota Insight, Inc. TX$5.6M · 0.12%
Connectivity Source, LLC TX$5.1M · 2.12%
Geoforce, Inc. TX$4.7M · 0.05%
Education Advanced, Inc. TX$4.4M · 0.12%
Texas Tribune, Inc TX$4.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261801822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.