Plan Ledger DOL Form 5500 · updated monthly

Generate-Ubiquity Management, LLC401(k)

UBIQUITY 401(K) PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Generate-Ubiquity Management, LLC reported $25,015 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. Employer contributions averaged $7,081 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 1 year on file its reported administrative ratio fell from 0.39% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,097th of 9,483), and 1,415th of 2,199 in information & media. In 2025, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,421,041
Participants with balances201
Active participants179
Employer contributions$1,267,437
Employee contributions$1,856,928
Employer contribution per active participant$7,081
Average account balance$56,821
Benefits paid to participants$1,933,581
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$11.4M · 201 accts · $1.3M emplr
2024$8.6M · 224 accts · $1.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$21,200
Investment management$2,312
Total administrative$25,015
The Generate-Ubiquity Management, LLC 401(k) match · 2025
Employer contribution per active participant$7,081
Median for plans this size$1,464
2025$7,081 per active participant
2024$5,258 per active participant

Generate-Ubiquity Management, LLC's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top 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 · 20251
THE BREIT GROUP, LLCindirect comp

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

Administrative cost history2
2025$25,015 · 0.25%
2024$25,139 · 0.39%
Similar plansInformation & Media · California
Hg Insights, Inc. CA$11.7M · 0.40%
Nozomi Networks, Inc CA$11.7M · 0.12%
Attom Data Solutions, LLC CA$11.4M · 0.27%
Yugabytedb, Inc. CA$11.3M · 0.23%
Vagaro, Inc. CA$11.3M · 0.41%
15 Five, Inc. CA$11.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872902113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.