Plan Ledger DOL Form 5500 · updated monthly

Citrine Informatics, Inc.401(k)

CITRINE INFORMATICS 401(K) PLAN · REDWOOD CITY, CA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Citrine Informatics, Inc. reported $1,770 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,834 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.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,590th of 9,483), and 8,137th of 11,654 in professional & technical services. In 2023, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 74 to 53 since 2022.

Plan summary
Net assets, end of year$9,531,232
Participants with balances111
Active participants53
Employer contributions$415,215
Employee contributions$912,416
Employer contribution per active participant$7,834
Average account balance$85,867
Benefits paid to participants$964,592
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 83 accts · $387K emplr
2023$9.5M · 111 accts · $415K emplr
2022$7.5M · 123 accts · $494K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,770
Total administrative$1,770
The Citrine Informatics, Inc. 401(k) match · 2023
Employer contribution per active participant$7,834
Median for plans this size$1,308
2024$9,450 per active participant
2023$7,834 per active participant
2022$6,672 per active participant

Citrine Informatics, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$1,770

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$3,450 · 0.04%
2023$1,770 · 0.02%
2022$2,006 · 0.03%
Similar plansProfessional & Technical Services · California
Captivateiq, Inc. CA$9.5M · 0.13%
Moveon.Org Civic Action CA$9.5M · 0.25%
Zenleads Inc. CA$9.5M · 0.10%
El Clasificado CA$9.5M · 0.67%
Child Start, Inc. CA$9.5M · 0.57%
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Source: U.S. Department of Labor, Form 5500 series, EIN 464188524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.