Fetch 401(K) Plan — Form 5500 plan (Fetch Rewards, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fetch 401(K) Plan is a benefit plan reported by Fetch Rewards, Inc. under EIN 82-2979008 and plan number 002. The latest loaded filing year is 2023. The filing reports 905 participants and $27,201,353 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.2MPlan net assets, end of year$27,201,353
Participants905Covered participants reported
Assets / participant$30.1KComputed: assets ÷ participants$30,057 (computed)
Provider compensation$52.2K2 Schedule C provider row(s)$52,225
- Plan sponsor
- Fetch Rewards, Inc.
- EIN
- 82-2979008
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 905 | H, C | 20241218145000NAL0005793248001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,201,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,201,353
- Net assets (BOY)
- $14,351,958
Income & contributions
- Employer contributions
- $2,878,626
- Participant contributions
- $6,575,528
- Total contributions
- $11,606,322
- Total income / additions
- $15,323,062
Expenses & distributions
- Benefits paid
- $2,419,644
- Administrative expenses
- $52,930
- Total expenses
- $2,473,667
- Net increase / (decrease)
- $12,849,395
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $34,923 | $0 | 2023 |
| Nfp Retirement Inc | ADVISOR | $17,302 | not reported in the loaded dataset | 2023 |