Plan Ledger DOL Form 5500 · updated monthly

Agiloft, Inc.401(k)

AGILOFT, INC. 401(K) PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Agiloft, Inc. reported $16,081 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,459 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,079th of 9,483), and 7,527th of 11,654 in professional & technical services. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,539,478
Participants with balances176
Active participants236
Employer contributions$816,297
Employee contributions$2,265,563
Employer contribution per active participant$3,459
Average account balance$65,565
Benefits paid to participants$865,940
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,038
Investment management$4,043
Total administrative$16,081
The Agiloft, Inc. 401(k) match · 2024
Employer contribution per active participant$3,459
Median for plans this size$1,313

Agiloft, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,038

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$16,081 · 0.17%
Same employer
Similar plansProfessional & Technical Services · California
Upside Foods, Inc. CA$11.6M · 0.11%
Ruhnau Clarke Architects CA$11.6M · 0.27%
Maze Therapeutics Inc CA$11.6M · 0.01%
D&K Engineering, Inc. CA$11.5M · 0.68%
Consumertrack, Inc. CA$11.5M · 0.20%
Heliogen, Inc. CA$11.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710907214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.