Plan Ledger DOL Form 5500 · updated monthly

Visiquate Inc.401(k)

VISIQUATE INC. RETIREMENT TRUST · SANTA ROSA, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Visiquate Inc. reported $36,667 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $7,117 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 1 year on file its reported administrative ratio rose from 0.30% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,953rd of 9,483), and 7,372nd of 11,654 in professional & technical services. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,078,852
Participants with balances98
Active participants74
Employer contributions$526,664
Employee contributions$990,131
Employer contribution per active participant$7,117
Average account balance$123,254
Benefits paid to participants$666,547
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMMERMAN + CO LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.1M · 98 accts · $527K emplr
2023$10.3M · 114 accts · $549K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,779
Investment management$25,888
Total administrative$36,667
The Visiquate Inc. 401(k) match · 2024
Employer contribution per active participant$7,117
Median for plans this size$2,416
2024$7,117 per active participant
2023$7,518 per active participant

Visiquate Inc.'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
DECIMAL, INC. · Plan administrator · Recordkeeping$10,779
MORNINGSTAR, INC. · Pension consulting · Investment advisory (plan)$25,888

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

Recordkeeper by year2
2024DECIMAL, INC.
2023DECIMAL, INC.

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Administrative cost history2
2024$36,667 · 0.33%
2023$28,086 · 0.30%
Similar plansProfessional & Technical Services · California
The Barnes Firm Lc CA$12.2M · 0.97%
Trussworks, Inc. CA$12.1M · 0.03%
Inscripta, Inc. CA$12.1M · 0.14%
Imply Data, Inc. CA$12.1M · 0.59%
Caylent, Inc. CA$12.1M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270836945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.