Plan Ledger DOL Form 5500 · updated monthly

Spok Holdings, Inc.401(k)

SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Spok Holdings, Inc. reported $24,457 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,599 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 0.05% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 227th-largest of 2,266 plans among Virginia employers on file, and the 262nd of 2,199 in information & media. In 2024, employees put in $3.62 for every $1.00 the employer contributed; active participation has grown from 384 to 437 since 2022.

Plan summary
Net assets, end of year$129,531,974
Participants with balances815
Active participants437
Employer contributions$1,135,824
Employee contributions$4,110,030
Employer contribution per active participant$2,599
Average account balance$158,935
Benefits paid to participants$12,044,289
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$129.5M · 815 accts · $1.1M emplr
2023$123.5M · 844 accts · $1.1M emplr
2022$110.4M · 890 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,457
Total administrative$24,457
The Spok Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,599
Median for plans this size$3,635
2024$2,599 per active participant
2023$2,891 per active participant
2022$3,173 per active participant

Spok Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,958

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$24,457 · 0.02%
2023$46,808 · 0.04%
2022$58,309 · 0.05%
Same employer
Similar plansInformation & Media · Virginia
Shentel Management Company VA$158.7M · 0.07%
Tns Inc VA$145.9M · 0.16%
Intellibridge, LLC VA$92.9M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 161694797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.