Plan Ledger DOL Form 5500 · updated monthly

Movate Inc.401(k)

CSS CORP, 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Movate Inc. reported $40,548 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 fell from 1.82% to 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,081st of 5,688), and 9,844th of 11,654 in professional & technical services. active participation has grown from 406 to 467 since 2022.

Plan summary
Net assets, end of year$4,922,455
Participants with balances580
Active participants467
Employer contributions$0
Employee contributions$961,163
Employer contribution per active participant$0
Average account balance$8,487
Benefits paid to participants$684,774
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 580 accts
2023$4.1M · 503 accts
2022$3.0M · 516 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,772
Investment management$30,776
Total administrative$40,548
The Movate Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Movate Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee (discretionary)$40,548
WICK CAPITAL PARTNERS · Investment advisory (participants) · Investment advisory (plan)$22,264

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$40,548 · 0.89%
2023$80,570 · 2.26%
2022$54,608 · 1.82%
Same employer
Similar plansProfessional & Technical Services · Texas
Pricetrace LLC TX$5.0M · 0.86%
Schoox, Inc. TX$5.0M · 0.14%
Phunware Inc TX$5.0M · 0.55%
Truly Title, Inc. TX$4.9M · 0.10%
Guideit, LLC TX$4.8M · 0.62%
Xcel Ndt, LLC TX$4.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912006027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.