Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Submittable Holdings
Submittable Holdings 401(k)
- Information
- Missoula, MT
- EIN 47-5485414
- 1 plan with Schedule H financials
- Plan year 2024
- Submittable Holdings Inc.
- SEC registrant Submittable Holdings, Inc.
Total assets, end of year · Submittable 401(k) Plan · plan year 2024
$10,687,207
200 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729114958NAL0001575123001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729114958NAL0001575123001, received 2025-07-29
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 2025-07-29.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 200
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729114958NAL0001575123001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729114958NAL0001575123001, received 2025-07-29
Administrative expenses per participant
$260.09
Higher than 64% of the 25,098 plans $10 to 50M that report it.
Source
= $52,018 / 200
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729114958NAL0001575123001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729114958NAL0001575123001, received 2025-07-29
Administrative expenses as a share of assets
0.487%
Higher than 80% of the 25,132 plans $10 to 50M that report it.
Source
= $52,018 / $10,687,207
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729114958NAL0001575123001, received 2025-07-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729114958NAL0001575123001, received 2025-07-29
Employer contributions per participant
$2,087
Higher than 50% of the 24,050 plans $10 to 50M that report it.
Source
= $417,357 / 200
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729114958NAL0001575123001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729114958NAL0001575123001, received 2025-07-29
Employer share of total contributions
15.5%
Higher than 14% of the 24,084 plans $10 to 50M that report it.
Source
= $417,357 / $2,698,511
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729114958NAL0001575123001, received 2025-07-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729114958NAL0001575123001, received 2025-07-29
Plan terms, as stated in Submittable Holdings Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2J 401(k) feature · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 2T default investment (QDIA) · 2K 401(m) arrangement · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250729114958NAL0001575123001, received 2025-07-29
Full record, Submittable 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SUBMITTABLE HOLDINGS INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Plan name | SUBMITTABLE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Sponsor EIN / plan number | 47-5485414 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Sponsor location | MISSOULA, MT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Industry (business code) | 511210, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Filing received | 2025-07-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Participants, beginning of year | 263 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Active participants | 129 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Participants, end of year | 224 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Participants with an account balance | 200 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Total assets, beginning of year | $8,477,200 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Total assets, end of year | $10,687,207 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Net assets, end of year | $10,687,207 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Total income | $4,018,397 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Net income | $2,210,007 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Employer contributions | $417,357 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Participant contributions | $2,001,664 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Other contributions (incl. rollovers) | $279,490 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Total contributions | $2,698,511 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Benefit payments | $1,755,372 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Total expenses (incl. benefit payments) | $1,808,390 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Total administrative expenses | $52,018 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Investment advisory and management fees | $52,018 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Held in mutual funds | $10,613,500 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250729114958NAL0001575123001, received 2025-07-29 |
| Independent auditor | BALANCE & STRATEGIC ADVISORS, CPAS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250729114958NAL0001575123001, received 2025-07-29 |
Position = column in the DOL layout for form year 2024. Filing 20250729114958NAL0001575123001, received 2025-07-29.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $45,776 | yes |
| USI CONSULTING GROUP INCrecordkeeper | CONTRACT ADMIN | 15 Recordkeeping and information management | $2,200 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $2,200 | no |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | OTHER | 99 Other fees | $1,943 | no |
| USI SECURITIES INC | BROKER/ADVISOR | 55 Other commissions | $0 | yes |
| USI SECURITIES INC | OTHER | 99 Other fees | $0 | 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 20250729114958NAL0001575123001, received 2025-07-29.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $8,477,200 | $10,687,207 | 26.1% |
| Participants with a balance | 208 | 200 | -3.8% |
| Administrative expenses | $23,234 | $52,018 | 123.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $276,313 | $417,357 | 51.0% |
Prior filing 20241015164300NAL0057290546001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: SUBMITTABLE HOLDINGS INC.; SEC registrant: SUBMITTABLE HOLDINGS, INC. (CIK 1657776, matched by EIN).