Plan Ledger DOL Form 5500 · updated monthly

Planview, Inc.401(k)

PLANVIEW, INC. 401(K) RETIREMENT PLAN · AUSTIN, TX · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Planview, Inc. reported $169,891 in plan administrative expenses for 2025: 0.13% of average plan assets, above the peer median. Employer contributions averaged $5,207 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 3 years on file its reported administrative ratio fell from 0.17% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 479th-largest of 5,688 plans among Texas employers on file, and the 1,063rd of 11,654 in professional & technical services. In 2025, employees put in $3.11 for every $1.00 the employer contributed; active participation has shrunk from 622 to 479 since 2022.

Plan summary
Net assets, end of year$146,827,926
Participants with balances905
Active participants479
Employer contributions$2,494,171
Employee contributions$7,767,413
Employer contribution per active participant$5,207
Average account balance$162,241
Benefits paid to participants$15,209,715
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$146.8M · 905 accts · $2.5M emplr
2024$115.0M · 932 accts · $2.7M emplr
2023$107.0M · 1,003 accts · $3.0M emplr
2022$84.1M · 1,030 accts · $2.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$79,213
Investment management$90,678
Total administrative$169,891
The Planview, Inc. 401(k) match · 2025
Employer contribution per active participant$5,207
Median for plans this size$4,093
2025$5,207 per active participant
2024$5,321 per active participant
2023$5,260 per active participant
2022$4,323 per active participant

Planview, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,213
ALLIANT RETIREMENT SERVICES · Investment advisory (plan)$54,996
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$35,682

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

Administrative cost history4
2025$169,891 · 0.13%
2024$169,162 · 0.15%
2023$164,434 · 0.17%
2022$148,990 · 0.17%
Same employer
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Weaver and Tidwell, L.L.P. TX$157.1M · 0.12%
Subsea 7 (US) LLC TX$153.4M · 0.07%
Exyte Americas Holding, Inc. TX$152.4M · 0.17%
Sixth Street Partners, LLC TX$143.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742548407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.