Plan Ledger DOL Form 5500 · updated monthly

Upkeep Technologies, Inc401(k)

UPKEEP TECHNOLOGIES, INC 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Upkeep Technologies, Inc reported $3,032 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.17% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (7,747th of 9,483), and 2,015th of 2,199 in information & media.

Plan summary
Net assets, end of year$3,207,684
Participants with balances115
Active participants102
Employer contributions$0
Employee contributions$688,109
Employer contribution per active participant$0
Average account balance$27,893
Benefits paid to participants$520,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 115 accts
2023$2.4M · 106 accts
2022$1.9M · 184 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$824
Investment management$2,208
Total administrative$3,032
The Upkeep Technologies, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Upkeep Technologies, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Administrative cost history3
2024$3,032 · 0.11%
2023$5,246 · 0.24%
2022$3,173 · 0.17%
Same employer
Similar plansInformation & Media · California
Datagrail, Inc CA$3.6M · 0.13%
Ontraport, Inc. CA$3.6M · 0.99%
Aclima Inc. CA$3.2M · 0.92%
Bftv Inc. dba First Media CA$3.2M · 0.98%
Caffeine.Tv CA$2.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814666212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.