Employers › Instructure Parent › plan 002
Recordkeeping fees per participant · Instructure, Inc. 401(k) Plan · plan year 2023
$51.30
Higher than 41% of the 4,947 plans $50 to 250M that report it.
= $103,003 / 2,008
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241011131700NAL0038828848001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011131700NAL0038828848001, received 2024-10-11
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-11.
Administrative expenses excluding investment management, per participant
$51.61
Higher than 28% of the 7,895 plans $50 to 250M that report it.
= $103,628 / 2,008
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241011131700NAL0038828848001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011131700NAL0038828848001, received 2024-10-11
Administrative expenses per participant
$79.80
Higher than 32% of the 8,189 plans $50 to 250M that report it.
= $160,233 / 2,008
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241011131700NAL0038828848001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011131700NAL0038828848001, received 2024-10-11
Administrative expenses as a share of assets
0.246%
Higher than 81% of the 8,206 plans $50 to 250M that report it.
= $160,233 / $65,079,158
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241011131700NAL0038828848001, received 2024-10-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241011131700NAL0038828848001, received 2024-10-11
Employer contributions per participant
$865
Higher than 9% of the 8,268 plans $50 to 250M that report it.
= $1,736,490 / 2,008
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241011131700NAL0038828848001, received 2024-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011131700NAL0038828848001, received 2024-10-11
Employer share of total contributions
14.1%
Higher than 8% of the 8,285 plans $50 to 250M that report it.
= $1,736,490 / $12,316,014
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241011131700NAL0038828848001, received 2024-10-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241011131700NAL0038828848001, received 2024-10-11
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241011131700NAL0038828848001, received 2024-10-11
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INSTRUCTURE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Plan name | INSTRUCTURE, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Sponsor EIN / plan number | 26-3505687 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Sponsor location | SALT LAKE CITY, UT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Filing received | 2024-10-11 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Participants, beginning of year | 2,055 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Active participants | 1,095 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Participants, end of year | 2,049 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Participants with an account balance | 2,008 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Total assets, beginning of year | $49,594,025 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Total assets, end of year | $65,079,158 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Net assets, end of year | $65,079,158 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Total income | $23,963,481 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Net income | $15,486,817 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Employer contributions | $1,736,490 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Participant contributions | $8,220,996 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Other contributions (incl. rollovers) | $2,358,528 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Total contributions | $12,316,014 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Benefit payments | $8,285,440 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Total expenses (incl. benefit payments) | $8,476,664 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Total administrative expenses | $160,233 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Recordkeeping fees | $103,003 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Investment advisory and management fees | $56,605 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Administrative expenses excluding investment management | $103,628 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Held in common/collective trusts | $58,705,529 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Held in mutual funds | $6,021,680 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241011131700NAL0038828848001, received 2024-10-11 |
| Independent auditor | SQUIRE & COMPANY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241011131700NAL0038828848001, received 2024-10-11 |
Position = column in the DOL layout for form year 2023. Filing 20241011131700NAL0038828848001, received 2024-10-11.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $103,003 | yes |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $42,704 | no |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | 28 Investment management | $13,901 | no |
| QDRO CONSULTANTS COMPANY, LLC | CONSULTING | 16 Consulting (general) | $400 | 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 20241011131700NAL0038828848001, received 2024-10-11.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.