Plan Ledger DOL Form 5500 · updated monthly

Virtuous Software, Inc.401(k)

VIRTUOUS SOFTWARE, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Virtuous Software, Inc. reported $11,093 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,809 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 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Arizona (756th of 1,285), and 1,779th of 2,199 in information & media. In 2024, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,330,897
Participants with balances159
Active participants159
Employer contributions$446,634
Employee contributions$1,271,042
Employer contribution per active participant$2,809
Average account balance$39,817
Benefits paid to participants$506,560
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN CO LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,684
Investment management$409
Total administrative$11,093
The Virtuous Software, Inc. 401(k) match · 2024
Employer contribution per active participant$2,809
Median for plans this size$1,313

Virtuous Software, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,684

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

Administrative cost history1
2024$11,093 · 0.18%
Same employer
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Accountabilit, LLC AZ$8.2M · 0.79%
Stodge Inc AZ$8.1M · 0.10%
Theskimm, Inc. AZ$7.8M · 0.12%
Brightside Benefit Inc. AZ$6.4M · 0.12%
Western News&Info, Inc. AZ$5.7M · 0.48%
Opentech Alliance, Inc. AZ$4.9M · 1.06%
Kabbage, Inc. AZ$3.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471771466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.