Plan Ledger DOL Form 5500 · updated monthly

The Myers-Briggs Company401(k)

THE MYERS-BRIGGS COMPANY 401(K) RETIREMENT SAVINGS PLAN · SUNNYVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

The Myers-Briggs Company reported $39,756 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $6,710 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 0.20% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,677th-largest of 9,483 plans among California employers on file, and the 783rd of 2,199 in information & media. In 2024, employees put in $3.17 for every $1.00 the employer contributed; active participation has shrunk from 112 to 70 since 2022.

Plan summary
Net assets, end of year$30,029,466
Participants with balances141
Active participants70
Employer contributions$469,694
Employee contributions$1,490,706
Employer contribution per active participant$6,710
Average account balance$212,975
Benefits paid to participants$4,876,742
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 141 accts · $470K emplr
2023$28.8M · 157 accts · $612K emplr
2022$26.6M · 164 accts · $581K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,364
Investment management$4,892
Audit (IQPA)$7,500
Total administrative$39,756
The The Myers-Briggs Company 401(k) match · 2024
Employer contribution per active participant$6,710
Median for plans this size$2,416
2024$6,710 per active participant
2023$5,940 per active participant
2022$5,188 per active participant

The Myers-Briggs Company's 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,364
IRELAND SAN FILIPPO, · Accounting / audit$7,500

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$39,756 · 0.14%
2023$57,374 · 0.21%
2022$58,142 · 0.20%
All plans at this employer2
THE MYERS-BRIGGS COMPANY 401(K) RETIREMENT SAVINGS PLAN401(k)
THE MYERS-BRIGGS COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 941337736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.