Plan Ledger DOL Form 5500 · updated monthly

Influxdata Inc.401(k)

INFLUXDATA INC. RETIREMENT TRUST · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.31%

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

Influxdata Inc. reported $35,969 in plan administrative expenses for 2025: 0.31% of average plan assets, above 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 0.36% to 0.31%. 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 (4,768th of 9,483), and 1,317th of 2,199 in information & media. active participation has shrunk from 127 to 113 since 2022.

Plan summary
Net assets, end of year$12,956,592
Participants with balances164
Active participants113
Employer contributions$0
Employee contributions$1,639,914
Employer contribution per active participant$0
Average account balance$79,004
Benefits paid to participants$1,071,703
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.0M · 164 accts
2024$10.1M · 170 accts
2023$8.7M · 220 accts
2022$6.8M · 226 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,374
Investment management$2,595
Total administrative$35,969
The Influxdata Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Influxdata 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 · 20252
COTA STREET INVESTMENT MANAGEMENT · Investment management$2,595

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$35,969 · 0.31%
2024$33,100 · 0.35%
2023$27,905 · 0.36%
2022$22,982 · 0.36%
Same employer
Similar plansInformation & Media · California
Anomali Incorporated CA$13.4M · 0.04%
Fungible, Inc. CA$13.4M · 0.26%
Hay House, Inc. CA$13.3M · 0.61%
Globality, Inc. CA$13.1M · 0.25%
Change.Org, Inc. CA$12.9M · 0.03%
Unwired Broadband Holdings CA$12.9M · 0.37%
Medata, Inc. CA$12.9M · 0.21%
Measurabl, Inc. CA$12.6M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461726908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.