Plan Ledger DOL Form 5500 · updated monthly

Scaleworks, Inc.401(k)

SCALEWORKS 401(K) PLAN · SAN ANTONIO, TX · plan year 2025

Reported admin expense ratio · 2025
0.51%

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

Scaleworks, Inc. reported $20,823 in plan administrative expenses for 2025: 0.51% of average plan assets, below the peer median. Employer contributions averaged $1,513 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 0.79% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,178th of 5,688), and 9,952nd of 11,654 in professional & technical services. In 2025, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,593,735
Participants with balances146
Active participants130
Employer contributions$196,679
Employee contributions$797,675
Employer contribution per active participant$1,513
Average account balance$31,464
Benefits paid to participants$862,353
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$4.6M · 146 accts · $197K emplr
2024$3.6M · 137 accts · $155K emplr
2023$2.7M · 165 accts · $143K emplr
2022$2.9M · 148 accts · $114K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,823
Total administrative$20,823
The Scaleworks, Inc. 401(k) match · 2025
Employer contribution per active participant$1,513
Median for plans this size$1,464
2025$1,513 per active participant
2024$1,026 per active participant
2023$956 per active participant
2022$840 per active participant

Scaleworks, Inc.'s 2025 employer contribution ran above the $1,464 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 · 20251
ADP, INC. · Recordkeeping · Loan processing$20,823

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

Recordkeeper by year3
2025ADP
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$20,823 · 0.51%
2024$20,622 · 0.66%
2023$14,562 · 0.52%
2022$24,232 · 0.79%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 611734482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.