Plan Ledger DOL Form 5500 · updated monthly

Ivalua, Inc.401(k)

IVALUA, INC. 401(K) PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Ivalua, Inc. reported $19,626 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,400 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 0.04% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 3,205th-largest of 9,483 plans among California employers on file, and the 922nd of 2,199 in information & media. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 190 to 217 since 2022.

Plan summary
Net assets, end of year$23,944,463
Participants with balances283
Active participants217
Employer contributions$1,388,790
Employee contributions$2,628,504
Employer contribution per active participant$6,400
Average account balance$84,609
Benefits paid to participants$2,381,269
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 283 accts · $1.4M emplr
2023$19.2M · 274 accts · $1.1M emplr
2022$13.7M · 253 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,695
Investment management$8,931
Total administrative$19,626
The Ivalua, Inc. 401(k) match · 2024
Employer contribution per active participant$6,400
Median for plans this size$2,416
2024$6,400 per active participant
2023$5,106 per active participant
2022$5,479 per active participant

Ivalua, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,696
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,931

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$19,626 · 0.09%
2023$8,413 · 0.05%
2022$6,065 · 0.04%
Same employer
Similar plansInformation & Media · California
Evernote Corporation CA$24.3M · 0.04%
Soundhound Inc CA$24.1M · 0.07%
Qualia Labs, Inc. CA$24.1M · 0.15%
Arcserve (USA), LLC CA$23.9M · 0.50%
Bloomreach, Inc. CA$23.8M · 0.39%
Quicken Inc CA$23.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270888722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.