Planful, Inc.401(k)
PLANFUL, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024
Planful, Inc. reported $30,711 in plan administrative expenses for 2024: 0.21% of average plan assets, below 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 2 years on file its reported administrative ratio fell from 0.25% to 0.21%. 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 the 4,240th-largest of 9,483 plans among California employers on file, and 6,359th of 11,654 in professional & technical services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 431887396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.