Plan Ledger DOL Form 5500 · updated monthly

The New Equation Limited Liability Company dba Seer Interactive401(k)

SEER TEAM RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

The New Equation Limited Liability Company dba Seer Interactive reported $19,941 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,165 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 rose from 0.06% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,197th of 3,651), and 7,690th of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has shrunk from 190 to 159 since 2022.

Plan summary
Net assets, end of year$11,002,928
Participants with balances231
Active participants159
Employer contributions$503,195
Employee contributions$1,163,251
Employer contribution per active participant$3,165
Average account balance$47,632
Benefits paid to participants$820,441
Plan auditUnmodified (clean) audit opinion
AuditorFGMK
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 231 accts · $503K emplr
2023$8.5M · 228 accts · $497K emplr
2022$5.8M · 231 accts · $493K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,941
Total administrative$19,941
The The New Equation Limited Liability Company dba Seer Interactive 401(k) match · 2024
Employer contribution per active participant$3,165
Median for plans this size$1,313
2024$3,165 per active participant
2023$3,271 per active participant
2022$2,597 per active participant

The New Equation Limited Liability Company dba Seer Interactive's 2024 employer contribution ran above the $1,313 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$6,185
DELAWARE VALLEY RETIREMENT, INC. · Recordkeeping · Loan processing$6,128

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

Recordkeeper by year2
2024DELAWARE VALLEY RETIREMENT, INC., Transamerica
2023DELAWARE VALLEY RETIREMENT, INC., Transamerica

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

Administrative cost history3
2024$19,941 · 0.20%
2023$6,560 · 0.09%
2022$3,734 · 0.06%
Same employer
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Evolve Ip, LLC PA$11.0M · 0.61%
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Think Company, Inc. PA$10.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030512205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.