Plan Ledger DOL Form 5500 · updated monthly

Medallia, Inc.401(k)

VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST · PLEASANTON, CA · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Medallia, Inc. reported $8,495 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,011 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,373rd of 9,483), and 7,912th of 11,654 in professional & technical services. In 2022, employees put in $4.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,272,853
Participants with balances195
Active participants161
Employer contributions$323,726
Employee contributions$1,536,548
Employer contribution per active participant$2,011
Average account balance$52,681
Benefits paid to participants$260,820
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$10.3M · 195 accts · $324K emplr
The Medallia, Inc. 401(k) match · 2022
Employer contribution per active participant$2,011
Median for plans this size$2,266

Medallia, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$8,495 · 0.08%
Similar plansProfessional & Technical Services · California
Acelyrin, Inc. CA$10.4M · 0.17%
Security On-Demand, LLC CA$10.4M · 0.01%
Albert Corporation CA$10.3M · 0.02%
H2O.AI, Inc. CA$10.3M · 0.63%
Paragon Legal Group LLC CA$10.3M · 0.07%
Premise Data Corporation CA$10.2M · 0.30%
Naehas Inc CA$10.2M · 0.09%
Artemis Consulting, LLC CA$10.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825123669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.