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Casetext 401(k)

Recordkeeping fees per participant · Casetext 401(k) Plan · plan year 2023

$71.89

Higher than 73% of the 449 plans under $1M that report it.

Source

= $6,254 / 87
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250211220025NAL0039889330002, received 2025-02-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250211220025NAL0039889330002, received 2025-02-11

10th: $3.63median $29.3490th: $512.20

Percentiles compare this plan with the Schedule H plans under $1M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2025-02-11.

Cost and contributions

Administrative expenses excluding investment management, per participant

$73.41

10th: $5.71median $43.2190th: $1,048.57

Higher than 64% of the 869 plans under $1M that report it.

Source

= $6,387 / 87
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250211220025NAL0039889330002, received 2025-02-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250211220025NAL0039889330002, received 2025-02-11

Administrative expenses per participant

$99.69

10th: $2.51median $40.3290th: $925.14

Higher than 72% of the 1,003 plans under $1M that report it.

Source

= $8,673 / 87
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250211220025NAL0039889330002, received 2025-02-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250211220025NAL0039889330002, received 2025-02-11

Administrative expenses as a share of assets

1.113%

10th: 0.154%median 1.286%90th: 71.044%

Higher than 46% of the 1,045 plans under $1M that report it.

Source

= $8,673 / $779,316
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250211220025NAL0039889330002, received 2025-02-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250211220025NAL0039889330002, received 2025-02-11

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 87
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250211220025NAL0039889330002, received 2025-02-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250211220025NAL0039889330002, received 2025-02-11

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $822,576
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250211220025NAL0039889330002, received 2025-02-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250211220025NAL0039889330002, received 2025-02-11

Plan terms, as stated in Casetext, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250211220025NAL0039889330002, received 2025-02-11

Full record, Casetext 401(k) Plan

FieldValueSource
Plan sponsorCASETEXT, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250211220025NAL0039889330002, received 2025-02-11
Plan nameCASETEXT 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250211220025NAL0039889330002, received 2025-02-11
Sponsor EIN / plan number46-2807908 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250211220025NAL0039889330002, received 2025-02-11
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250211220025NAL0039889330002, received 2025-02-11
Sponsor locationSAN FRANCISCO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250211220025NAL0039889330002, received 2025-02-11
Industry (business code)518210, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250211220025NAL0039889330002, received 2025-02-11
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250211220025NAL0039889330002, received 2025-02-11
Filing received2025-02-11Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250211220025NAL0039889330002, received 2025-02-11
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250211220025NAL0039889330002, received 2025-02-11
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250211220025NAL0039889330002, received 2025-02-11
Participants, beginning of year129Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250211220025NAL0039889330002, received 2025-02-11
Active participants0Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250211220025NAL0039889330002, received 2025-02-11
Participants, end of year87Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250211220025NAL0039889330002, received 2025-02-11
Participants with an account balance87Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250211220025NAL0039889330002, received 2025-02-11
Total assets, beginning of year$2,792,048Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250211220025NAL0039889330002, received 2025-02-11
Total assets, end of year$779,316Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250211220025NAL0039889330002, received 2025-02-11
Net assets, end of year$779,316Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250211220025NAL0039889330002, received 2025-02-11
Total income$1,167,791Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250211220025NAL0039889330002, received 2025-02-11
Net income$-2,012,732Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250211220025NAL0039889330002, received 2025-02-11
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250211220025NAL0039889330002, received 2025-02-11
Participant contributions$728,570Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250211220025NAL0039889330002, received 2025-02-11
Other contributions (incl. rollovers)$94,006Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250211220025NAL0039889330002, received 2025-02-11
Total contributions$822,576Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250211220025NAL0039889330002, received 2025-02-11
Benefit payments$3,146,386Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250211220025NAL0039889330002, received 2025-02-11
Total expenses (incl. benefit payments)$3,180,523Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250211220025NAL0039889330002, received 2025-02-11
Total administrative expenses$8,673Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250211220025NAL0039889330002, received 2025-02-11
Recordkeeping fees$6,254Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250211220025NAL0039889330002, received 2025-02-11
Investment advisory and management fees$2,286Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250211220025NAL0039889330002, received 2025-02-11
Administrative expenses excluding investment management$6,387derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250211220025NAL0039889330002, received 2025-02-11
Held in mutual funds$778,947Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250211220025NAL0039889330002, received 2025-02-11
Independent auditorEIDE BAILLY LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250211220025NAL0039889330002, received 2025-02-11

Position = column in the DOL layout for form year 2023. Filing 20250211220025NAL0039889330002, received 2025-02-11.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
GUIDELINE, INC.recordkeeperRECORDKEEPER 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses $8,673no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250211220025NAL0039889330002, received 2025-02-11.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: CASETEXT, INC.; SEC registrant: Casetext, Inc. (CIK 1632585, matched by EIN).