401k Record

Employers › Podium

Podium 401(k)

Recordkeeping fees per participant · Podium 401(k) Plan · plan year 2024

$155.80

Higher than 79% of the 14,075 plans $10 to 50M that report it.

Source

= $146,294 / 939
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251031152417NAL0002779715001, received 2025-10-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251031152417NAL0002779715001, received 2025-10-31

10th: $10.53median $83.9490th: $217.08

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 2025-10-31.

Cost and contributions

Administrative expenses excluding investment management, per participant

$155.80

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

Higher than 63% of the 24,371 plans $10 to 50M that report it.

Source

= $146,294 / 939
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251031152417NAL0002779715001, received 2025-10-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251031152417NAL0002779715001, received 2025-10-31

Administrative expenses per participant

$155.80

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

Higher than 40% of the 25,098 plans $10 to 50M that report it.

Source

= $146,294 / 939
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251031152417NAL0002779715001, received 2025-10-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251031152417NAL0002779715001, received 2025-10-31

Administrative expenses as a share of assets

0.430%

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

Higher than 74% of the 25,132 plans $10 to 50M that report it.

Source

= $146,294 / $33,986,180
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251031152417NAL0002779715001, received 2025-10-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251031152417NAL0002779715001, received 2025-10-31

Employer contributions per participant

$1,174

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

Higher than 23% of the 24,050 plans $10 to 50M that report it.

Source

= $1,102,345 / 939
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251031152417NAL0002779715001, received 2025-10-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251031152417NAL0002779715001, received 2025-10-31

Employer share of total contributions

16.7%

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

Higher than 16% of the 24,084 plans $10 to 50M that report it.

Source

= $1,102,345 / $6,614,958
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251031152417NAL0002779715001, received 2025-10-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251031152417NAL0002779715001, received 2025-10-31

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

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 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 20251031152417NAL0002779715001, received 2025-10-31

Full record, Podium 401(k) Plan

FieldValueSource
Plan sponsorPODIUM CORPORATION, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251031152417NAL0002779715001, received 2025-10-31
Plan namePODIUM 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251031152417NAL0002779715001, received 2025-10-31
Sponsor EIN / plan number47-1369982 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251031152417NAL0002779715001, received 2025-10-31
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251031152417NAL0002779715001, received 2025-10-31
Sponsor locationLEHI, UTForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251031152417NAL0002779715001, received 2025-10-31
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251031152417NAL0002779715001, received 2025-10-31
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251031152417NAL0002779715001, received 2025-10-31
Filing received2025-10-31Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251031152417NAL0002779715001, received 2025-10-31
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251031152417NAL0002779715001, received 2025-10-31
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251031152417NAL0002779715001, received 2025-10-31
Participants, beginning of year1,350Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251031152417NAL0002779715001, received 2025-10-31
Active participants591Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251031152417NAL0002779715001, received 2025-10-31
Participants, end of year981Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251031152417NAL0002779715001, received 2025-10-31
Participants with an account balance939Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251031152417NAL0002779715001, received 2025-10-31
Total assets, beginning of year$29,177,608Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251031152417NAL0002779715001, received 2025-10-31
Total assets, end of year$33,986,180Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251031152417NAL0002779715001, received 2025-10-31
Net assets, end of year$33,986,180Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251031152417NAL0002779715001, received 2025-10-31
Total income$11,025,560Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251031152417NAL0002779715001, received 2025-10-31
Net income$4,808,572Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251031152417NAL0002779715001, received 2025-10-31
Employer contributions$1,102,345Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251031152417NAL0002779715001, received 2025-10-31
Participant contributions$4,962,065Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251031152417NAL0002779715001, received 2025-10-31
Other contributions (incl. rollovers)$550,548Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251031152417NAL0002779715001, received 2025-10-31
Total contributions$6,614,958Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251031152417NAL0002779715001, received 2025-10-31
Benefit payments$6,048,424Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251031152417NAL0002779715001, received 2025-10-31
Total expenses (incl. benefit payments)$6,216,988Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251031152417NAL0002779715001, received 2025-10-31
Total administrative expenses$146,294Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251031152417NAL0002779715001, received 2025-10-31
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251031152417NAL0002779715001, received 2025-10-31
Recordkeeping fees$146,294Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251031152417NAL0002779715001, received 2025-10-31
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251031152417NAL0002779715001, received 2025-10-31
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251031152417NAL0002779715001, received 2025-10-31
Administrative expenses excluding investment management$146,294derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251031152417NAL0002779715001, received 2025-10-31
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251031152417NAL0002779715001, received 2025-10-31
Held in common/collective trusts$25,132,488Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251031152417NAL0002779715001, received 2025-10-31
Held in mutual funds$8,605,155Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251031152417NAL0002779715001, received 2025-10-31
Independent auditorTANNERSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251031152417NAL0002779715001, received 2025-10-31

Position = column in the DOL layout for form year 2024. Filing 20251031152417NAL0002779715001, received 2025-10-31.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $76,065yes
ONEDIGITAL INVESTMENT ADVISORS LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $53,714no
RESOURCES INVESTMENT ADVISORS, LLCINVESTMENT MGMT 28 Investment management $14,342no

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 20251031152417NAL0002779715001, received 2025-10-31.

What changed since the 2023 plan year

Figure20232024Change
Total assets$29,177,608$33,986,18016.5%
Participants with a balance1,303939-27.9%
Administrative expenses$140,818$146,2943.9%
Recordkeeping fees per participant$57.37$155.80171.6%
Employer contributions$194,020$1,102,345468.2%

Prior filing 20241015102749NAL0048835504001, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Podium 401(k) Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: PODIUM CORPORATION, INC.; SEC registrant: Podium Corporation, Inc. (CIK 1615087, matched by EIN).