Plan Ledger DOL Form 5500 · updated monthly

Cuyana, Inc.401(k)

CUYANA 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

Cuyana, Inc. reported $8,526 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. 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 fell from 0.52% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,674th of 9,483), and 4,246th of 5,215 in retail trade. active participation has shrunk from 117 to 83 since 2022.

Plan summary
Net assets, end of year$3,355,534
Participants with balances106
Active participants83
Employer contributions—
Employee contributions$361,263
Employer contribution per active participant—
Average account balance$31,656
Benefits paid to participants$212,412
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS, CPAS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 106 accts
2023$2.8M · 129 accts
2022$2.5M · 243 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,753
Investment management$5,773
Total administrative$8,526
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
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$8,526

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$8,526 · 0.28%
2023$6,962 · 0.26%
2022$12,851 · 0.52%
Similar plansRetail Trade · California
Nimblerx CA$3.4M · 0.25%
Rrl Corporation CA$3.4M · 0.01%
H & B Group Inc CA$3.3M · 1.09%
Casa de Cadillac CA$3.3M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364699920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.