Plan Ledger DOL Form 5500 · updated monthly

Delinea Inc.401(k)

DELINEA INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Delinea Inc. reported $138,760 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $4,975 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 fell from 0.22% to 0.20%. 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 1,215th-largest of 9,483 plans among California employers on file, and the 1,861st of 11,654 in professional & technical services. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 541 to 724 since 2022.

Plan summary
Net assets, end of year$78,212,447
Participants with balances974
Active participants724
Employer contributions$3,601,624
Employee contributions$9,934,124
Employer contribution per active participant$4,975
Average account balance$80,300
Benefits paid to participants$10,222,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$78.2M · 974 accts · $3.6M emplr
2023$60.2M · 795 accts · $3.0M emplr
2022$45.7M · 865 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,105
Investment management$60,655
Total administrative$138,760
The Delinea Inc. 401(k) match · 2024
Employer contribution per active participant$4,975
Median for plans this size$3,635
2024$4,975 per active participant
2023$5,433 per active participant
2022$5,208 per active participant

Delinea Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$78,105
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$55,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,655

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$138,760 · 0.20%
2023$129,057 · 0.24%
2022$102,989 · 0.22%
Same employer
Similar plansProfessional & Technical Services · California
Best Best & Krieger LLP CA$79.7M · 0.22%
Lpa, Inc. CA$79.5M · 0.23%
Komodo Health, Inc. CA$78.2M · 0.13%
Engeo Incorporated CA$77.8M · 0.07%
Lsa Associates, Inc. CA$77.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331089124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.