Plan Ledger DOL Form 5500 · updated monthly

Confluent, Inc401(k)

CONFLUENT, INC. RETIREMENT TRUST · MOUNTAIN VIEW, CA · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Confluent, Inc reported $54,507 in plan administrative expenses for 2025: 0.03% 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 3 years on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 505th-largest of 9,483 plans among California employers on file, and the 694th of 11,654 in professional & technical services. In 2025, employees put in $41088434.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$233,524,963
Participants with balances1,973
Active participants1,681
Employer contributions$1
Employee contributions$41,088,434
Employer contribution per active participant$0
Average account balance$118,360
Benefits paid to participants$26,059,717
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$233.5M · 1,973 accts · $1 emplr
2024$171.7M · 1,859 accts · $12K emplr
2023$120.8M · 1,679 accts · $2K emplr
2022$73.7M · 1,557 accts · $29K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,507
Audit (IQPA)$17,000
Total administrative$54,507
The Confluent, Inc 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$4,093
2025$0 per active participant
2024$7 per active participant
2023$1 per active participant
2022$17 per active participant

Confluent, Inc's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,724
SENSIBA LLP · Accounting / audit$17,000

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

Administrative cost history4
2025$54,507 · 0.03%
2024$25,976 · 0.02%
2023$15,452 · 0.02%
2022$5,008 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Unity Technologies CA$247.2M · 0.04%
Samsara Inc. CA$240.1M · 0.04%
Farella Braun and Martel LLP CA$237.3M · 0.04%
Cloudera, Inc. CA$235.1M · 0.03%
Moffatt & Nichol CA$230.4M · 0.05%
Tanium Inc. CA$229.1M · 0.03%
Futurewei Technologies, Inc. CA$227.5M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471824387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.