Plan Ledger DOL Form 5500 · updated monthly

Pivotal Commware, Inc.401(k)

PIVOTAL COMMWARE 401(K) PLAN · BOTHELL, WA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Pivotal Commware, Inc. reported $27,851 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $15,710 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 rose from 0.23% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Washington (1,016th of 1,714), and 1,440th of 2,199 in information & media. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has shrunk from 132 to 47 since 2022.

Plan summary
Net assets, end of year$11,073,960
Participants with balances177
Active participants47
Employer contributions$738,364
Employee contributions$1,053,721
Employer contribution per active participant$15,710
Average account balance$62,565
Benefits paid to participants$2,123,726
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 177 accts · $738K emplr
2023$9.9M · 140 accts · $619K emplr
2022$6.7M · 137 accts · $592K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,851
Total administrative$27,851
The Pivotal Commware, Inc. 401(k) match · 2024
Employer contribution per active participant$15,710
Median for plans this size$2,416
2024$15,710 per active participant
2023$7,454 per active participant
2022$4,483 per active participant

Pivotal Commware, 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 · 20243
LPL FINANCIAL - RPCP · Contract administrator · Loan processing$26,636
THE VANGUARD GROUP · Contract administrator · Other services$3,960
ASCENSUS LLC · Pension consulting · Investment advisory (plan)$60

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$27,851 · 0.27%
2023$22,410 · 0.27%
2022$14,602 · 0.23%
Same employer
Similar plansInformation & Media · Washington
Volpara Health, Inc. WA$15.1M · 0.49%
Whidbey Telephone Company WA$14.4M · 0.01%
Sound Publishing, Inc. WA$12.0M · 0.37%
Run Studios LLC WA$9.0M · 0.51%
Syndio Solutions, Inc. WA$8.8M · 0.24%
Textio, Inc. WA$8.3M · 0.03%
Hyperproof Inc WA$8.2M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 811701738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.