Employers › PlaneSense
Recordkeeping fees per participant · Planesense, Inc. 401(k) Plan · plan year 2024
$56.34
Higher than 39% of the 14,075 plans $10 to 50M that report it.
= $29,747 / 528
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250815100922NAL0010412257001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815100922NAL0010412257001, received 2025-08-15
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 2025-08-15.
Administrative expenses excluding investment management, per participant
$63.22
Higher than 30% of the 24,371 plans $10 to 50M that report it.
= $33,382 / 528
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250815100922NAL0010412257001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815100922NAL0010412257001, received 2025-08-15
Administrative expenses per participant
$63.22
Higher than 19% of the 25,098 plans $10 to 50M that report it.
= $33,382 / 528
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815100922NAL0010412257001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815100922NAL0010412257001, received 2025-08-15
Administrative expenses as a share of assets
0.092%
Higher than 20% of the 25,132 plans $10 to 50M that report it.
= $33,382 / $36,180,443
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815100922NAL0010412257001, received 2025-08-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250815100922NAL0010412257001, received 2025-08-15
Employer contributions per participant
$2,825
Higher than 69% of the 24,050 plans $10 to 50M that report it.
= $1,491,396 / 528
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815100922NAL0010412257001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815100922NAL0010412257001, received 2025-08-15
Employer share of total contributions
25.7%
Higher than 42% of the 24,084 plans $10 to 50M that report it.
= $1,491,396 / $5,808,432
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815100922NAL0010412257001, received 2025-08-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250815100922NAL0010412257001, received 2025-08-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250815100922NAL0010412257001, received 2025-08-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PLANESENSE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Plan name | PLANESENSE, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Sponsor EIN / plan number | 04-3161509 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Sponsor location | PORTSMOUTH, NH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Industry (business code) | 488100, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Filing received | 2025-08-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Participants, beginning of year | 605 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Active participants | 566 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Participants, end of year | 709 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Participants with an account balance | 528 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Total assets, beginning of year | $28,645,192 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Total assets, end of year | $36,180,443 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Net assets, end of year | $36,060,051 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Total income | $9,979,141 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Net income | $7,525,963 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Employer contributions | $1,491,396 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Participant contributions | $3,822,271 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Other contributions (incl. rollovers) | $494,765 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Total contributions | $5,808,432 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Benefit payments | $2,284,452 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Total expenses (incl. benefit payments) | $2,453,178 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Total administrative expenses | $33,382 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Contract administrator fees | $3,635 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Recordkeeping fees | $29,747 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Administrative expenses excluding investment management | $33,382 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Held in common/collective trusts | $937,689 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Held in mutual funds | $32,637,555 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250815100922NAL0010412257001, received 2025-08-15 |
| Independent auditor | BAKER, NEWMAN & NOYES LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250815100922NAL0010412257001, received 2025-08-15 |
Position = column in the DOL layout for form year 2024. Filing 20250815100922NAL0010412257001, received 2025-08-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NATIONWIDE INSURANCErecordkeeper | TRUST RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees | $51,724 | yes |
| LEAFHOUSE FINANCIAL ADVISORS LLC | INVESTMENT PROVFESSIONAL | 26 Investment advisory (participants); 27 Investment advisory (plan); 50 Direct payment from the plan | $34,113 | no |
| PROACCOUNT | INVESTMENT | 26 Investment advisory (participants) | $25,381 | no |
| CETERA ADVISOR NETWORK | INVESTMENT | 26 Investment advisory (participants); 27 Investment advisory (plan) | $0 | yes |
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 20250815100922NAL0010412257001, received 2025-08-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $28,645,192 | $36,180,443 | 26.3% |
| Participants with a balance | 337 | 528 | 56.7% |
| Administrative expenses | $38,113 | $33,382 | -12.4% |
| Recordkeeping fees per participant | not reported | $56.34 | |
| Employer contributions | $1,338,879 | $1,491,396 | 11.4% |
Prior filing 20241007142944NAL0032046690001, received 2024-10-07; the plan years are contiguous.
Sponsor name as filed: PLANESENSE, INC.; SEC registrant: PlaneSense, Inc. (CIK 1799745, matched by EIN).