Plan Ledger DOL Form 5500 · updated monthly

Outdoorsy Holdings, Inc.401(k)

OUTDOORSY HOLDINGS, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
1.42%

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

Outdoorsy Holdings, Inc. reported $58,230 in plan administrative expenses for 2024: 1.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $999 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 3 years on file its reported administrative ratio has held roughly steady near 1.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,155th of 5,688), and 1,552nd of 2,096 in real estate & leasing. In 2024, employees put in $6.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,670,906
Participants with balances189
Active participants139
Employer contributions$138,871
Employee contributions$931,165
Employer contribution per active participant$999
Average account balance$24,714
Benefits paid to participants$645,999
Plan auditUnmodified (clean) audit opinion
AuditorBAKER TILLY US, LLP AND C2
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 189 accts · $139K emplr
2023$3.5M · 187 accts · $143K emplr
2022$2.1M · 180 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,230
Total administrative$58,230
The Outdoorsy Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$999
Median for plans this size$1,313
2024$999 per active participant
2023$1,030 per active participant
2022$1,122 per active participant

Outdoorsy Holdings, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$34,336
ECONOMIC GROUP PENSION SERVICES · Recordkeeping · Loan processing$5,625
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$19,688

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

Recordkeeper by year2
2024ECONOMIC GROUP PENSION SERVICES, Transamerica
2023ECONOMIC GROUP PENSION SERVICES, IN, Transamerica

This plan has changed recordkeepers within these filings. If you left Outdoorsy Holdings, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,230 · 1.42%
2023$36,963 · 1.31%
2022$24,555 · 1.36%
Similar plansReal Estate & Leasing · Texas
Psw Home, LLC TX$4.9M · 0.72%
Msi Acquisitions, LLC TX$4.8M · 0.18%
B/R Data, Inc. TX$4.7M · 0.13%
Camelot Services Inc. TX$4.7M · 0.49%
Buyers Barricades, Inc. TX$4.7M · 0.34%
Bright Industries, LLC TX$4.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850558661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.