Plan Ledger DOL Form 5500 · updated monthly

Globality, Inc.401(k)

GLOBALITY, INC. 401(K) PLAN · PALO ALTO, CA · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Globality, Inc. reported $30,218 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. 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 fell from 0.42% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (4,742nd of 9,483), and 1,313th of 2,199 in information & media. active participation has shrunk from 143 to 55 since 2022.

Plan summary
Net assets, end of year$13,061,664
Participants with balances148
Active participants55
Employer contributions$0
Employee contributions$948,214
Employer contribution per active participant$0
Average account balance$88,254
Benefits paid to participants$1,552,604
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.1M · 148 accts
2024$11.6M · 161 accts
2023$10.6M · 171 accts
2022$9.4M · 206 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,112
Investment management$3,106
Total administrative$30,218
The Globality, Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Globality, Inc.'s 2025 employer contribution ran below the $2,666 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 · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,129

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$30,218 · 0.25%
2024$31,826 · 0.29%
2023$35,856 · 0.36%
2022$38,953 · 0.42%
Same employer
Similar plansInformation & Media · California
Elation Health, Inc. CA$13.5M · 0.04%
Anomali Incorporated CA$13.4M · 0.04%
Fungible, Inc. CA$13.4M · 0.26%
Hay House, Inc. CA$13.3M · 0.61%
Influxdata Inc. CA$13.0M · 0.31%
Change.Org, Inc. CA$12.9M · 0.03%
Unwired Broadband Holdings CA$12.9M · 0.37%
Medata, Inc. CA$12.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473197879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.