Plan Ledger DOL Form 5500 · updated monthly

Nimblerx401(k)

NIMBLERX 401(K) PLAN · MENLO PARK, CA · plan year 2023

Reported admin expense ratio · 2023
0.25%

Nimblerx reported $6,974 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. 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 has held roughly steady near 0.255%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,631st of 9,483), and 4,225th of 5,215 in retail trade.

Plan summary
Net assets, end of year$3,439,944
Participants with balances130
Active participants102
Employer contributions—
Employee contributions$839,639
Employer contribution per active participant—
Average account balance$26,461
Benefits paid to participants$262,086
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history2
Yearassets · accounts · employer contribution
2023$3.4M · 130 accts
2022$2.0M · 184 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$150
Investment management$6,824
Total administrative$6,974
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 · 20231
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$6,974

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

Administrative cost history2
2023$6,974 · 0.25%
2022$4,716 · 0.25%
Similar plansRetail Trade · California
Lassens Health Foods CA$3.6M · 0.05%
Tak Shing Hong, Inc. CA$3.5M · 0.74%
Rrl Corporation CA$3.4M · 0.01%
Cuyana, Inc. CA$3.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472897268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.