Plan Ledger DOL Form 5500 · updated monthly

Mothership Strategies, LLC401(k)

MOTHERSHIP STRATEGIES, LLC 401(K) PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Mothership Strategies, LLC reported $1,450 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,473 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 fell from 0.06% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (525th of 618), and 9,888th of 11,654 in professional & technical services. In 2023, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,762,517
Participants with balances95
Active participants38
Employer contributions$397,992
Employee contributions$284,387
Employer contribution per active participant$10,473
Average account balance$50,132
Benefits paid to participants$605,726
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 95 accts · $398K emplr
2022$4.0M · 111 accts · $433K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,450
Total administrative$1,450
The Mothership Strategies, LLC 401(k) match · 2023
Employer contribution per active participant$10,473
Median for plans this size$1,308
2023$10,473 per active participant
2022$7,732 per active participant

Mothership Strategies, LLC'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.

Administrative cost history2
2023$1,450 · 0.03%
2022$2,609 · 0.06%
Similar plansProfessional & Technical Services · District of Columbia
Telesolv Consulting, Inc. DC$5.4M · 1.31%
Interfolio, Inc. DC$5.0M · 0.74%
Borger Management Inc DC$4.8M · 0.09%
Arlo Solutions LLC DC$3.9M · 0.34%
Dupont Veterinary Clinic DC$3.0M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472361168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.