Plan Ledger DOL Form 5500 · updated monthly

Submittable Holdings Inc.401(k)

SUBMITTABLE 401(K) PLAN · MISSOULA, MT · plan year 2025

Reported admin expense ratio · 2025
0.55%

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

Submittable Holdings Inc. reported $78,620 in plan administrative expenses for 2025: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,421 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 4 years on file its reported administrative ratio has held roughly steady near 0.553%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 83rd-largest of 229 plans among Montana employers on file, and 1,100th of 2,199 in information & media. In 2025, employees put in $4.87 for every $1.00 the employer contributed; active participation has shrunk from 213 to 158 since 2022.

Plan summary
Net assets, end of year$17,730,420
Participants with balances266
Active participants158
Employer contributions$382,487
Employee contributions$1,860,857
Employer contribution per active participant$2,421
Average account balance$66,656
Benefits paid to participants$3,160,466
Plan auditUnmodified (clean) audit opinion
AuditorBALANCE & STRATEGY ADVISORS, CPAS L
Plan history4
Yearassets · accounts · employer contribution
2025$17.7M · 266 accts · $382K emplr
2024$10.7M · 200 accts · $417K emplr
2023$8.5M · 208 accts · $276K emplr
2022$4.8M · 212 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$68,673
Investment management$6,758
Total administrative$78,620
The Submittable Holdings Inc. 401(k) match · 2025
Employer contribution per active participant$2,421
Median for plans this size$2,666
2025$2,421 per active participant
2024$3,235 per active participant
2023$1,328 per active participant

Submittable Holdings Inc.'s 2025 employer contribution ran below the $2,666 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 · 20256
USI CONSULTING GROUP INC · Contract administrator$4,381
EMPOWER ADVISORY GROUP, LLC · Investment management$3,866
ENVESTNET RETIREMENT SOLUTIONS, LLC$3,189
NEWSQUARE CAPITAL LLC · Investment advisory (plan)$2,892
USI SECURITIES INCindirect comp

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history4
2025$78,620 · 0.55%
2024$52,018 · 0.54%
2023$23,234 · 0.35%
2022$21,006 · 0.55%
Same employer
Similar plansInformation & Media · Montana
Computers Unlimited, Inc. MT$40.4M · 0.30%
Onxmaps, Inc. MT$28.0M · 0.02%
The N2 Company DE$17.8M · 0.80%
Starburst Data, Inc. MA$17.8M · 0.05%
The Qt Company CA$17.7M · 0.23%
Comparenetworks, Inc. CA$17.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475485414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.