Plan Ledger DOL Form 5500 · updated monthly

Clumio, Inc401(k)

CLUMIO 401(K) PLAN · SANTA CLARA, CA · plan year 2023

Reported admin expense ratio · 2023
0.04%

Clumio, Inc reported $3,100 in plan administrative expenses for 2023: 0.04% 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 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,703rd of 9,483), and 1,560th of 2,199 in information & media.

Plan summary
Net assets, end of year$9,131,831
Participants with balances151
Active participants91
Employer contributions—
Employee contributions$1,600,751
Employer contribution per active participant—
Average account balance$60,476
Benefits paid to participants$1,048,373
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 65 accts
2023$9.1M · 151 accts
2022$6.6M · 145 accts · $532 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,475
Total administrative$3,100
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. · Recordkeeping$2,475

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$11,445 · 0.20%
2023$3,100 · 0.04%
2022$1,474 · 0.02%
Similar plansInformation & Media · California
Raken, Inc. CA$9.5M · 0.13%
Yellowbrick Data, Inc. CA$9.5M · 0.04%
Criteria Corp CA$9.1M · 0.49%
Lively. Inc. CA$9.0M · 0.13%
Grin Technologies Inc CA$9.0M · 0.34%
Kcrw Foundation, Inc. CA$8.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823174332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.