What are the fees in the PHONE2ACTION, Inc. 401(k) plan?

For plan year 2022, PHONE2ACTION, Inc. reported $13,065 in plan administrative expenses, or 0.60% of average plan assets — above the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the PHONE2ACTION, Inc. 401(k)?

The average participant account balance was $33,925 for plan year 2022, based on 72 accounts.

PHONE2ACTION, Inc.401(k)

Name: PHONE2ACTION, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

PHONE2ACTION, INC. 401(K) PLAN · WASHINGTON, DC · plan year 2022

Reported admin expense ratio · 2022

0.60%

PHONE2ACTION, Inc. reported $13,065 in plan administrative expenses for 2022: 0.60% of average plan assets, above 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (561st of 618), and 10,730th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,442,579
Participants with balances72
Active participants0
Employer contributions—
Employee contributions$428,081
Employer contribution per active participant—
Average account balance$33,925
Benefits paid to participants$337,494
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE LLP

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$13,065 · 0.60%

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Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 461004639 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.