Plan Ledger DOL Form 5500 · updated monthly

Certinia Inc.401(k)

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

Reported admin expense ratio · 2024
0.07%

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

Certinia Inc. reported $39,827 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,804 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 0.06% to 0.07%. 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 1,529th-largest of 9,483 plans among California employers on file, and the 2,383rd of 11,654 in professional & technical services. In 2024, employees put in $4.58 for every $1.00 the employer contributed; active participation has shrunk from 437 to 323 since 2022.

Plan summary
Net assets, end of year$59,956,713
Participants with balances631
Active participants323
Employer contributions$1,228,762
Employee contributions$5,626,806
Employer contribution per active participant$3,804
Average account balance$95,019
Benefits paid to participants$9,571,754
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON & JOHNSTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$60.0M · 631 accts · $1.2M emplr
2023$52.6M · 686 accts · $1.5M emplr
2022$41.7M · 697 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,827
Total administrative$39,827
The Certinia Inc. 401(k) match · 2024
Employer contribution per active participant$3,804
Median for plans this size$3,635
2024$3,804 per active participant
2023$3,760 per active participant
2022$3,167 per active participant

Certinia 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,827

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$39,827 · 0.07%
2023$27,483 · 0.06%
2022$28,273 · 0.06%
Same employer
Similar plansProfessional & Technical Services · California
C3.AI, Inc. CA$60.1M · 0.21%
Des Architects + Engineers CA$59.9M · 0.36%
Crystal Dynamics, Inc. CA$59.6M · 0.12%
Couchbase, Inc. CA$59.2M · 0.01%
Ase (U.S.) Inc. CA$58.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421768864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.