Plan Ledger DOL Form 5500 · updated monthly

Clari, Inc.401(k)

CLARI RETIREMENT SAVINGS PLAN · SUNNYVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Clari, Inc. reported $9,572 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,275th-largest of 9,483 plans among California employers on file, and the 668th of 2,199 in information & media.

Plan summary
Net assets, end of year$37,064,753
Participants with balances597
Active participants466
Employer contributions—
Employee contributions$7,297,940
Employer contribution per active participant—
Average account balance$62,085
Benefits paid to participants$5,471,645
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 597 accts
2023$27.3M · 609 accts
2022$18.2M · 523 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,572
Total administrative$9,572
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
ADP, INC. · Loan processing · Recordkeeping$9,571

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,572 · 0.03%
2023$6,912 · 0.03%
2022$3,350 · 0.02%
Same employer
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Uvnv, Inc. CA$37.1M · 0.30%
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Harpo, Inc. CA$36.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 461155069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.