Plan Ledger DOL Form 5500 · updated monthly

Persado, Inc.401(k)

PERSADO, INC. 401(K) RETIREMENT PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Persado, Inc. reported $17,435 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $5,681 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 fell from 0.15% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,131st of 5,648), and 6,926th of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 254 to 91 since 2022.

Plan summary
Net assets, end of year$13,611,663
Participants with balances215
Active participants91
Employer contributions$516,935
Employee contributions$1,006,173
Employer contribution per active participant$5,681
Average account balance$63,310
Benefits paid to participants$1,656,134
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 215 accts · $517K emplr
2023$12.1M · 253 accts
2022$11.4M · 317 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150
Investment management$17,285
Total administrative$17,435
The Persado, Inc. 401(k) match · 2024
Employer contribution per active participant$5,681
Median for plans this size$2,416

Persado, Inc.'s 2024 employer contribution ran above the $2,416 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
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$17,435

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$17,435 · 0.14%
2023$20,900 · 0.18%
2022$15,150 · 0.15%
Same employer
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Simutech Group, Inc. NY$13.7M · 0.39%
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Quartet Health, Inc. NY$13.6M · 0.02%
Anatomy IT , LLC NY$13.4M · 0.44%
Support.com, Inc. NY$13.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800725748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.