Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Within3
Within3 401(k)
- Professional, scientific, and technical services
- Lakewood, OH
- EIN 26-3208372
- 1 plan with Schedule H financials
- Plan year 2024
- Within3, Inc.
Administrative expenses excluding investment management, per participant · Within3, Inc. 401(k) Plan · plan year 2024
$16.47
Higher than 12% of the 14,713 plans $1 to 10M that report it.
Source
= $1,762 / 107
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006065828NAL0003086097001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006065828NAL0003086097001, received 2025-10-06
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 2025-10-06.
Cost and contributions
Administrative expenses per participant
$227.29
Higher than 69% of the 15,210 plans $1 to 10M that report it.
Source
= $24,320 / 107
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006065828NAL0003086097001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006065828NAL0003086097001, received 2025-10-06
Administrative expenses as a share of assets
0.348%
Higher than 34% of the 15,243 plans $1 to 10M that report it.
Source
= $24,320 / $6,990,321
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006065828NAL0003086097001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006065828NAL0003086097001, received 2025-10-06
Employer contributions per participant
$53
Higher than 2% of the 13,342 plans $1 to 10M that report it.
Source
= $5,657 / 107
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006065828NAL0003086097001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006065828NAL0003086097001, received 2025-10-06
Employer share of total contributions
0.8%
Higher than 1% of the 13,370 plans $1 to 10M that report it.
Source
= $5,657 / $729,844
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006065828NAL0003086097001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006065828NAL0003086097001, received 2025-10-06
Plan terms, as stated in Within3, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2T default investment (QDIA) · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006065828NAL0003086097001, received 2025-10-06
Full record, Within3, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WITHIN3, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Plan name | WITHIN3, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Sponsor EIN / plan number | 26-3208372 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Sponsor location | LAKEWOOD, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Participants, beginning of year | 158 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Active participants | 92 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Participants, end of year | 140 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Participants with an account balance | 107 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Total assets, beginning of year | $6,008,337 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Total assets, end of year | $6,990,321 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Net assets, end of year | $6,990,321 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Total income | $1,857,027 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Net income | $981,984 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Employer contributions | $5,657 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Participant contributions | $724,187 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Total contributions | $729,844 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Benefit payments | $850,723 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $875,043 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Total administrative expenses | $24,320 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Contract administrator fees | $1,762 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Investment advisory and management fees | $22,558 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Administrative expenses excluding investment management | $1,762 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Held in common/collective trusts | $10,286 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Held in mutual funds | $6,942,751 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006065828NAL0003086097001, received 2025-10-06 |
| Independent auditor | BDG-CPA'S | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006065828NAL0003086097001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006065828NAL0003086097001, received 2025-10-06.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $22,558 | no |
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing; 99 Other fees; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 68 Soft dollars commissions | $1,762 | 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 20251006065828NAL0003086097001, received 2025-10-06.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,008,337 | $6,990,321 | 16.3% |
| Participants with a balance | 115 | 107 | -7.0% |
| Administrative expenses | $20,571 | $24,320 | 18.2% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | not reported | $5,657 |
Prior filing 20241007130910NAL0015207953001, received 2024-10-07; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: WITHIN3, INC.; SEC registrant: WITHIN3, INC. (CIK 1477810, matched by EIN).