Plan Ledger DOL Form 5500 · updated monthly

Kateeva, Inc401(k)

KATEEVA RETIREMENT PLAN · NEWARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Kateeva, Inc reported $31,701 in plan administrative expenses for 2024: 0.18% 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 2 years on file its reported administrative ratio fell from 0.25% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,926th-largest of 9,483 plans among California employers on file, and 5,939th of 11,654 in professional & technical services. active participation has shrunk from 81 to 70 since 2022.

Plan summary
Net assets, end of year$17,877,133
Participants with balances125
Active participants70
Employer contributions$0
Employee contributions$979,498
Employer contribution per active participant$0
Average account balance$143,017
Benefits paid to participants$3,049,050
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 125 accts
2023$17.5M · 141 accts
2022$15.0M · 160 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,229
Investment management$1,472
Total administrative$31,701
The Kateeva, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Kateeva, Inc's 2024 employer contribution ran below the $2,416 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 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$30,229

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$31,701 · 0.18%
2023$27,406 · 0.17%
2022$41,820 · 0.25%
Similar plansProfessional & Technical Services · California
Gafcon Pm-Cm LLC CA$17.9M · 0.02%
Duarte Communications, Inc. CA$17.9M · 0.63%
Pacific Legal Foundation CA$17.8M · 0.01%
Cokeva Inc CA$17.8M · 0.45%
Silvaco, Inc. CA$17.8M · 0.30%
Kong, Inc. CA$17.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261293445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.