Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › FiscalNote
FiscalNote 401(k)
- Professional, scientific, and technical services
- Washington, DC
- EIN 80-0934908
- 1 plan with Schedule H financials
- Plan year 2024
- FiscalNote, Inc.
- filed as Fiscalnote, Inc.
Administrative expenses excluding investment management, per participant · Fiscalnote 401(k) Retirement Plan · plan year 2024
$136.03
Higher than 70% of the 8,758 plans $50 to 250M that report it.
Source
= $96,582 / 710
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009104755NAL0010805072001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104755NAL0010805072001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Cost and contributions
Administrative expenses per participant
$198.00
Higher than 70% of the 9,042 plans $50 to 250M that report it.
Source
= $140,582 / 710
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009104755NAL0010805072001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104755NAL0010805072001, received 2025-10-09
Administrative expenses as a share of assets
0.252%
Higher than 80% of the 9,049 plans $50 to 250M that report it.
Source
= $140,582 / $55,818,491
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009104755NAL0010805072001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009104755NAL0010805072001, received 2025-10-09
Employer contributions per participant
$2,653
Higher than 48% of the 9,105 plans $50 to 250M that report it.
Source
= $1,883,380 / 710
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009104755NAL0010805072001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104755NAL0010805072001, received 2025-10-09
Employer share of total contributions
34.5%
Higher than 66% of the 9,112 plans $50 to 250M that report it.
Source
= $1,883,380 / $5,458,693
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009104755NAL0010805072001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009104755NAL0010805072001, received 2025-10-09
Plan terms, as stated in FiscalNote, 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 · 2K 401(m) arrangement · 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 20251009104755NAL0010805072001, received 2025-10-09
Full record, Fiscalnote 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FISCALNOTE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Plan name | FISCALNOTE 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Sponsor EIN / plan number | 80-0934908 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Sponsor location | WASHINGTON, DC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Participants, beginning of year | 886 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Active participants | 355 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Participants, end of year | 726 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Participants with an account balance | 710 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Total assets, beginning of year | $52,602,439 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Total assets, end of year | $55,818,491 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Net assets, end of year | $55,818,491 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Total income | $13,733,209 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Net income | $6,196,419 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Employer contributions | $1,883,380 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Participant contributions | $3,450,852 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $124,461 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Total contributions | $5,458,693 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Benefit payments | $7,396,208 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $7,536,790 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Total administrative expenses | $140,582 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Contract administrator fees | $96,582 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Investment advisory and management fees | $44,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Administrative expenses excluding investment management | $96,582 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Held in common/collective trusts | $549,495 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Held in mutual funds | $54,814,174 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009104755NAL0010805072001, received 2025-10-09 |
| Independent auditor | ELLIN & TUCKER, CHARTERED | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009104755NAL0010805072001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009104755NAL0010805072001, received 2025-10-09.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLCrecordkeeper | NONE | 15 Recordkeeping and information management | $81,312 | no |
| KESTRA FINANCIAL ADVISORSrecordkeeper | NONE | 15 Recordkeeping and information management | $44,000 | no |
| FIDELITY INSTITUTIONALrecordkeeper | NONE | 15 Recordkeeping and information management | $15,270 | no |
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 20251009104755NAL0010805072001, received 2025-10-09.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $52,602,439 | $55,818,491 | 6.1% |
| Participants with a balance | 833 | 710 | -14.8% |
| Administrative expenses | $138,196 | $140,582 | 1.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,267,745 | $1,883,380 | -16.9% |
Prior filing 20241009124541NAL0010611219001, received 2024-10-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: FISCALNOTE, INC.; SEC registrant: FiscalNote, Inc. (CIK 1631322, matched by EIN).