Plan Ledger DOL Form 5500 · updated monthly

The Motley Fool Holdings, Inc.401(k)

THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The Motley Fool Holdings, Inc. reported $76,619 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,729 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 0.06% to 0.05%. 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 176th-largest of 2,266 plans among Virginia employers on file, and the 213th of 2,199 in information & media. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has shrunk from 556 to 405 since 2022.

Plan summary
Net assets, end of year$174,035,229
Participants with balances597
Active participants405
Employer contributions$3,535,381
Employee contributions$7,695,059
Employer contribution per active participant$8,729
Average account balance$291,516
Benefits paid to participants$6,861,696
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$174.0M · 597 accts · $3.5M emplr
2023$142.9M · 635 accts · $3.8M emplr
2022$109.9M · 670 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,869
Audit (IQPA)$16,750
Total administrative$76,619
The The Motley Fool Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$8,729
Median for plans this size$3,635
2024$8,729 per active participant
2023$8,015 per active participant
2022$6,894 per active participant

The Motley Fool Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$59,869
HUGHES PITTMAN AND GUPTON, LLP · Accounting / audit$16,750
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,281

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$76,619 · 0.05%
2023$79,683 · 0.06%
2022$65,782 · 0.06%
Same employer
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Alarm.com Holdings, Inc VA$198.5M · 0.12%
Surescripts, LLC VA$179.1M · 0.10%
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Source: U.S. Department of Labor, Form 5500 series, EIN 263335778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.