Plan Ledger DOL Form 5500 · updated monthly

Threatadvice, LLC401(k)

THREATADVICE, LLC 401(K) PLAN · BIRMINGHAM, AL · plan year 2023

Reported admin expense ratio · 2023
0.48%

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

Threatadvice, LLC reported $23,315 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $2,906 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Alabama (660th of 902), and 1,937th of 2,199 in information & media. In 2023, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,411,067
Participants with balances94
Active participants56
Employer contributions$162,729
Employee contributions$279,663
Employer contribution per active participant$2,906
Average account balance$46,926
Benefits paid to participants$2,078,534
Plan auditUnmodified (clean) audit opinion
AuditorWARREN AVERETT CPAS AND ADVISORS
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,947
Investment management$18,368
Total administrative$23,315
The Threatadvice, LLC 401(k) match · 2023
Employer contribution per active participant$2,906
Median for plans this size$1,308

Threatadvice, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WELLS FARGO · Recordkeeping · Trustee$18,367
ADP, INC. · Loan processing · Recordkeeping$4,946

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

Administrative cost history1
2023$23,315 · 0.48%
Similar plansInformation & Media · Alabama
Boone Newsmedia, Inc. AL$12.3M · 0.55%
Nxtsoft, LLC AL$5.3M · 0.42%
Finity, Inc. OR$4.5M · 0.41%
Standard Media Group LLC TN$4.5M · 0.40%
Education Advanced, Inc. TX$4.4M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 853292441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.