401k Record

Employers › FullStack

FullStack 401(k)

Administrative expenses excluding investment management, per participant · Fullstack Inc. 401(k) Plan · plan year 2024

$197.03

Higher than 72% of the 24,371 plans $10 to 50M that report it.

Source

= $135,166 / 686
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010081203NAL0012113616001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010081203NAL0012113616001, received 2025-10-10

10th: $15.36median $118.8890th: $340.63

Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-10-10.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$329.79

10th: $26.86median $197.2590th: $456.10

Higher than 77% of the 25,098 plans $10 to 50M that report it.

Source

= $226,239 / 686
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010081203NAL0012113616001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010081203NAL0012113616001, received 2025-10-10

Administrative expenses as a share of assets

0.819%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 97% of the 25,132 plans $10 to 50M that report it.

Source

= $226,239 / $27,628,280
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010081203NAL0012113616001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010081203NAL0012113616001, received 2025-10-10

Employer contributions per participant

$2,452

10th: $664median $2,07490th: $4,751

Higher than 61% of the 24,050 plans $10 to 50M that report it.

Source

= $1,681,733 / 686
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010081203NAL0012113616001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010081203NAL0012113616001, received 2025-10-10

Employer share of total contributions

26.2%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 44% of the 24,084 plans $10 to 50M that report it.

Source

= $1,681,733 / $6,418,539
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010081203NAL0012113616001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010081203NAL0012113616001, received 2025-10-10

Plan terms, as stated in FullStack Inc's SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 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) · 2V · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010081203NAL0012113616001, received 2025-10-10

Full record, Fullstack Inc. 401(k) Plan

FieldValueSource
Plan sponsorFULLSTACK, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010081203NAL0012113616001, received 2025-10-10
Plan nameFULLSTACK INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010081203NAL0012113616001, received 2025-10-10
Sponsor EIN / plan number82-2572115 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010081203NAL0012113616001, received 2025-10-10
Plan typemultiple-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010081203NAL0012113616001, received 2025-10-10
Sponsor locationINDIANAPOLIS, PAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010081203NAL0012113616001, received 2025-10-10
Industry (business code)561300, Administrative and support and waste management servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010081203NAL0012113616001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010081203NAL0012113616001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010081203NAL0012113616001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010081203NAL0012113616001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010081203NAL0012113616001, received 2025-10-10
Participants, beginning of year1,044Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010081203NAL0012113616001, received 2025-10-10
Active participants823Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010081203NAL0012113616001, received 2025-10-10
Participants, end of year1,025Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010081203NAL0012113616001, received 2025-10-10
Participants with an account balance686Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010081203NAL0012113616001, received 2025-10-10
Total assets, beginning of year$19,698,179Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010081203NAL0012113616001, received 2025-10-10
Total assets, end of year$27,628,280Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010081203NAL0012113616001, received 2025-10-10
Net assets, end of year$27,628,280Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010081203NAL0012113616001, received 2025-10-10
Total income$9,524,758Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010081203NAL0012113616001, received 2025-10-10
Net income$7,419,216Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010081203NAL0012113616001, received 2025-10-10
Employer contributions$1,681,733Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010081203NAL0012113616001, received 2025-10-10
Participant contributions$3,925,833Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010081203NAL0012113616001, received 2025-10-10
Other contributions (incl. rollovers)$810,973Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010081203NAL0012113616001, received 2025-10-10
Total contributions$6,418,539Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010081203NAL0012113616001, received 2025-10-10
Benefit payments$1,870,388Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010081203NAL0012113616001, received 2025-10-10
Total expenses (incl. benefit payments)$2,105,542Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010081203NAL0012113616001, received 2025-10-10
Total administrative expenses$226,239Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010081203NAL0012113616001, received 2025-10-10
Contract administrator fees$129,831Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010081203NAL0012113616001, received 2025-10-10
Investment advisory and management fees$91,073Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010081203NAL0012113616001, received 2025-10-10
Administrative expenses excluding investment management$135,166derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010081203NAL0012113616001, received 2025-10-10
Held in mutual funds$26,643,541Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010081203NAL0012113616001, received 2025-10-10
Independent auditorCLIFTONLARSONALLEN LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010081203NAL0012113616001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010081203NAL0012113616001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
AMERITAS LIFE INSURANCE CORPrecordkeeperNONE 12 Claims processing; 13 Contract administrator; 14 Plan administrator; 15 Recordkeeping and information management; 17 Consulting (pension); 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 99 Other fees $130,082no
INVSTNONE 26 Investment advisory (participants); 27 Investment advisory (plan); 28 Investment management; 51 Investment management fees paid directly by plan $91,073no
CHARLES SCHWAB BANKNONE 19 Custodial (securities); 37 Participant loan processing; 50 Direct payment from the plan; 62 Float revenue $5,335yes

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 20251010081203NAL0012113616001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$19,698,179$27,628,28040.3%
Participants with a balance57968618.5%
Administrative expenses$166,077$226,23936.2%
Recordkeeping fees per participant$24.75not reported
Employer contributions$1,556,863$1,681,7338.0%

Prior filing 20241103132130NAL0005658705001, received 2024-11-03; the plan years are contiguous.

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Sponsor name as filed: FULLSTACK, INC.; SEC registrant: FullStack Inc (CIK 1789730, matched by EIN).