Plan Ledger DOL Form 5500 · updated monthly

Sojern, Inc.401(k)

SOJERN, INC. 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Sojern, Inc. reported $72,544 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,025 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 0.44% to 0.29%. 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 206th-largest of 565 plans among Nebraska employers on file, and the 4,571st of 11,654 in professional & technical services. In 2024, employees put in $4.09 for every $1.00 the employer contributed; active participation has shrunk from 276 to 228 since 2022.

Plan summary
Net assets, end of year$26,394,889
Participants with balances378
Active participants228
Employer contributions$689,618
Employee contributions$2,817,591
Employer contribution per active participant$3,025
Average account balance$69,828
Benefits paid to participants$4,073,197
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 378 accts · $690K emplr
2023$23.2M · 413 accts · $840K emplr
2022$16.5M · 395 accts · $641K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,544
Investment management$40,000
Total administrative$72,544
The Sojern, Inc. 401(k) match · 2024
Employer contribution per active participant$3,025
Median for plans this size$2,416
2024$3,025 per active participant
2023$3,500 per active participant
2022$2,324 per active participant

Sojern, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$40,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,544

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

Administrative cost history3
2024$72,544 · 0.29%
2023$77,453 · 0.39%
2022$73,929 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Omaha Zoological Society NE$27.8M · 0.13%
Marketsphere Holdings LLC NE$26.8M · 0.26%
Pillen Family Farms, Inc. NE$26.5M · 0.34%
Hausmann Construction, Inc. NE$23.8M · 0.59%
Swanson Russell NE$23.3M · 0.13%
Security Equipment Inc. NE$23.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260515764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.