Plan Ledger DOL Form 5500 · updated monthly

Persefoni Ai Inc.401(k)

PERSEFONI AI 401(K) PLAN · MESA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Persefoni Ai Inc. reported $6,726 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,877 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 0.05% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 622nd-largest of 1,285 plans among Arizona employers on file, and 8,281st of 11,654 in professional & technical services. In 2024, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,136,311
Participants with balances269
Active participants83
Employer contributions$570,790
Employee contributions$1,555,828
Employer contribution per active participant$6,877
Average account balance$33,964
Benefits paid to participants$2,871,383
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.1M · 269 accts · $571K emplr
2023$8.4M · 248 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,744
Investment management$982
Total administrative$6,726
The Persefoni Ai Inc. 401(k) match · 2024
Employer contribution per active participant$6,877
Median for plans this size$1,313
2024$6,877 per active participant
2023$8,253 per active participant

Persefoni Ai 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,412

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

Administrative cost history2
2024$6,726 · 0.08%
2023$2,778 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Arizona
Goldberg & Osborne LLP AZ$10.1M · 0.33%
Resnick & Louis P.C. AZ$10.0M · 0.74%
Wti Inc. AZ$9.6M · 0.00%
Elevate Services, Inc. AZ$8.9M · 0.75%
Market Enginuity, Inc. AZ$8.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844382783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.