401k Record

Employers › Sumo Group

Sumo Group 401(k)

Recordkeeping fees per participant · Sumo Group, Inc. 401(k) Plan · plan year 2024

$3.13

Higher than 2% of the 7,477 plans $1 to 10M that report it.

Source

= $500 / 160
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009131537NAL0003937235001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009131537NAL0003937235001, received 2025-10-09

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M 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 excluding investment management, per participant

$3.13

10th: $13.66median $103.3390th: $302.77

Higher than 1% of the 14,713 plans $1 to 10M that report it.

Source

= $500 / 160
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009131537NAL0003937235001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009131537NAL0003937235001, received 2025-10-09

Administrative expenses per participant

$15.90

10th: $19.42median $150.2790th: $370.75

Higher than 8% of the 15,210 plans $1 to 10M that report it.

Source

= $2,544 / 160
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009131537NAL0003937235001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009131537NAL0003937235001, received 2025-10-09

Administrative expenses as a share of assets

0.051%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 7% of the 15,243 plans $1 to 10M that report it.

Source

= $2,544 / $5,016,360
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009131537NAL0003937235001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009131537NAL0003937235001, received 2025-10-09

Employer contributions per participant

$2,154

10th: $357median $1,32390th: $2,861

Higher than 77% of the 13,342 plans $1 to 10M that report it.

Source

= $344,690 / 160
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009131537NAL0003937235001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009131537NAL0003937235001, received 2025-10-09

Employer share of total contributions

30.4%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 55% of the 13,370 plans $1 to 10M that report it.

Source

= $344,690 / $1,132,755
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009131537NAL0003937235001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009131537NAL0003937235001, received 2025-10-09

Plan terms, as stated in Sumo Group 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 · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009131537NAL0003937235001, received 2025-10-09

Full record, Sumo Group, Inc. 401(k) Plan

FieldValueSource
Plan sponsorSUMO GROUP, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009131537NAL0003937235001, received 2025-10-09
Plan nameSUMO GROUP, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251009131537NAL0003937235001, received 2025-10-09
Sponsor EIN / plan number27-4152712 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009131537NAL0003937235001, received 2025-10-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009131537NAL0003937235001, received 2025-10-09
Sponsor locationAUSTIN, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009131537NAL0003937235001, received 2025-10-09
Industry (business code)541800, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009131537NAL0003937235001, received 2025-10-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009131537NAL0003937235001, received 2025-10-09
Filing received2025-10-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009131537NAL0003937235001, received 2025-10-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009131537NAL0003937235001, received 2025-10-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251009131537NAL0003937235001, received 2025-10-09
Participants, beginning of year165Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009131537NAL0003937235001, received 2025-10-09
Active participants82Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009131537NAL0003937235001, received 2025-10-09
Participants, end of year165Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009131537NAL0003937235001, received 2025-10-09
Participants with an account balance160Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009131537NAL0003937235001, received 2025-10-09
Total assets, beginning of year$3,502,497Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009131537NAL0003937235001, received 2025-10-09
Total assets, end of year$5,016,360Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009131537NAL0003937235001, received 2025-10-09
Net assets, end of year$5,016,360Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009131537NAL0003937235001, received 2025-10-09
Total income$1,775,716Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009131537NAL0003937235001, received 2025-10-09
Net income$1,513,863Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009131537NAL0003937235001, received 2025-10-09
Employer contributions$344,690Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009131537NAL0003937235001, received 2025-10-09
Participant contributions$767,766Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009131537NAL0003937235001, received 2025-10-09
Other contributions (incl. rollovers)$20,299Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009131537NAL0003937235001, received 2025-10-09
Total contributions$1,132,755Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009131537NAL0003937235001, received 2025-10-09
Benefit payments$259,309Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009131537NAL0003937235001, received 2025-10-09
Total expenses (incl. benefit payments)$261,853Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009131537NAL0003937235001, received 2025-10-09
Total administrative expenses$2,544Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009131537NAL0003937235001, received 2025-10-09
Recordkeeping fees$500Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009131537NAL0003937235001, received 2025-10-09
Investment advisory and management fees$2,044Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009131537NAL0003937235001, received 2025-10-09
Administrative expenses excluding investment management$500derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009131537NAL0003937235001, received 2025-10-09
Held in mutual funds$4,876,594Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009131537NAL0003937235001, received 2025-10-09
Independent auditorAPRIO LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009131537NAL0003937235001, received 2025-10-09

Position = column in the DOL layout for form year 2024. Filing 20251009131537NAL0003937235001, received 2025-10-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
INSPERITY RETIREMENT SERVICESrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 57 Redemption fees; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 65 Account maintenance fees $2,930
WILSHIRE ASSOCIATESINVESTMENT ADVISOR 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 28 Investment management; 51 Investment management fees paid directly by plan; 72 Other investment fees and expenses $2,044

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 20251009131537NAL0003937235001, received 2025-10-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$3,502,497$5,016,36043.2%
Participants with a balance1511606.0%
Administrative expenses$10,628$2,544-76.1%
Recordkeeping fees per participant$70.38$3.13-95.6%
Employer contributions$254,154$344,69035.6%

Prior filing 20250724165938NAL0014524066001, received 2025-07-24; the plan years are contiguous.

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Sponsor name as filed: SUMO GROUP, INC.; SEC registrant: Sumo Group Inc (CIK 1507770, matched by EIN).