Plan Ledger DOL Form 5500 · updated monthly

Phunware Inc401(k)

PHUNWARE INC 401(K) PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.55%

Phunware Inc reported $26,308 in plan administrative expenses for 2023: 0.55% 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.

Across the 1 year on file its reported administrative ratio rose from 0.48% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,067th of 5,688), and 9,825th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,961,532
Participants with balances94
Active participants52
Employer contributions—
Employee contributions$515,224
Employer contribution per active participant—
Average account balance$52,782
Benefits paid to participants$1,039,883
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 94 accts
2022$4.6M · 116 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,674
Investment management$24,634
Total administrative$26,308
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 · 20232
ALLIANT INSURANCE AGENCY INC · Recordkeeping · Trustee$24,633
ADP, INC. · Loan processing · Recordkeeping$1,674

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$26,308 · 0.55%
2022$23,799 · 0.48%
Same employer
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Colossal Biosciences Inc. TX$5.0M · 0.59%
Sparkpay LLC TX$5.0M
Pricetrace LLC TX$5.0M · 0.86%
Schoox, Inc. TX$5.0M · 0.14%
Movate Inc. TX$4.9M · 0.89%
Truly Title, Inc. TX$4.9M · 0.10%
Guideit, LLC TX$4.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264413774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.