Plan Ledger DOL Form 5500 · updated monthly

Kodiak Robotics, Inc.401(k)

KODIAK ROBOTICS, INC. 401(K) PLAN · MOUNTAIN VIEW, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Kodiak Robotics, Inc. reported $1,161 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 rose from 0.00% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,459th of 9,483), and 8,015th of 11,654 in professional & technical services. active participation has grown from 166 to 222 since 2022.

Plan summary
Net assets, end of year$9,963,454
Participants with balances168
Active participants222
Employer contributions$0
Employee contributions$2,106,824
Employer contribution per active participant$0
Average account balance$59,306
Benefits paid to participants$499,902
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 168 accts
2023$6.9M · 154 accts
2022$3.4M · 118 accts · $7K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,161
Total administrative$1,161
The Kodiak Robotics, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Kodiak Robotics, Inc.'s 2024 employer contribution ran below the $1,313 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$1,161

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$1,161 · 0.01%
2023Not separately reported
2022$106 · 0.00%
Same employer
Similar plansProfessional & Technical Services · California
Landmark Global, Inc. CA$10.1M · 0.33%
Bond Creative, LLC. CA$10.1M · 0.65%
King Technologies, Inc. CA$10.0M · 0.66%
Tenaya Therapeutics, Inc. CA$10.0M · 0.36%
Srs Consulting, Inc CA$9.9M · 0.02%
Pavement Engineering Inc. CA$9.9M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825086710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.