Plan Ledger DOL Form 5500 · updated monthly

Worksoft, Inc.401(k)

WORKSOFT, INC.401(K) PLAN · ADDISON, TX · plan year 2022

Reported admin expense ratio · 2022
0.42%

Worksoft, Inc. reported $33,692 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. 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 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,707th of 5,688), and 9,206th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$6,506,363
Participants with balances84
Active participants70
Employer contributions—
Employee contributions$821,770
Employer contribution per active participant—
Average account balance$77,457
Benefits paid to participants$2,309,810
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$33,692 · 0.42%
Similar plansProfessional & Technical Services · Texas
Omega 365 USA Inc TX$6.7M · 0.12%
Keeps Corporation TX$6.7M · 0.97%
Medici Technologies, LLC TX$6.6M · 0.79%
Corva Ai, LLC TX$6.5M · 0.48%
Talent Logic, Inc. TX$6.5M · 0.31%
Team Air Express, Inc. TX$6.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752747084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.