Plan Ledger DOL Form 5500 · updated monthly

Cohesity, Inc.401(k)

COHESITY INC 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Cohesity, Inc. reported $69,979 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.02% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 738th-largest of 9,483 plans among California employers on file, and the 1,085th of 11,654 in professional & technical services. active participation has grown from 1,419 to 2,153 since 2022.

Plan summary
Net assets, end of year$142,711,849
Participants with balances1,659
Active participants2,153
Employer contributions$0
Employee contributions$20,843,302
Employer contribution per active participant$0
Average account balance$86,023
Benefits paid to participants$14,181,614
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN, CO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$142.7M · 1,659 accts
2023$109.5M · 1,684 accts · $4.0M emplr
2022$76.5M · 1,836 accts · $3K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,640
Investment management$8,994
Total administrative$69,979
The Cohesity, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635
2023$3,324 per active participant
2022$2 per active participant

Cohesity, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
SAGEVIEW ADVISORY GROUP, LLC · Consulting$37,345
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,640
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,994

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

Administrative cost history3
2024$69,979 · 0.06%
2023$13,990 · 0.02%
2022$15,245 · 0.02%
Same employer
Similar plansProfessional & Technical Services · California
Alorica, Inc. CA$145.6M · 0.28%
Nektar Therapeutics CA$143.5M · 0.03%
Bill Holdings, Inc. CA$143.4M · 0.11%
Earthjustice CA$142.5M · 0.01%
Btig, LLC CA$142.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463052057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.