Plan Ledger DOL Form 5500 · updated monthly

Qualified.com, Inc.401(k)

QUALIFIED 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

Qualified.com, Inc. reported $28,394 in plan administrative expenses for 2024: 0.40% 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 has held roughly steady near 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,901st of 9,483), and 1,608th of 2,199 in information & media.

Plan summary
Net assets, end of year$8,441,732
Participants with balances168
Active participants163
Employer contributions—
Employee contributions$1,938,454
Employer contribution per active participant—
Average account balance$50,248
Benefits paid to participants$621,921
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.4M · 168 accts
2023$5.7M · 152 accts · $24K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,944
Investment management$12,450
Total administrative$28,394
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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$28,395

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

Administrative cost history2
2024$28,394 · 0.40%
2023$20,250 · 0.42%
Same employer
Similar plansInformation & Media · California
Superhuman Labs Inc CA$8.6M · 0.11%
La 6721, LLC CA$8.6M · 0.31%
Spire Inc CA$8.4M · 0.28%
Contentstack Inc. CA$8.3M · 0.82%
Cryptic Studios, Inc. CA$8.2M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 831585348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.