Plan Ledger DOL Form 5500 · updated monthly

Medata, Inc.401(k)

MEDATA, INC 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST · IRVINE, CA · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

Medata, Inc. reported $23,380 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $183 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 1 year on file its reported administrative ratio rose from 0.12% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (4,799th of 9,483), and 1,326th of 2,199 in information & media. In 2023, employees put in $25.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,864,857
Participants with balances209
Active participants274
Employer contributions$50,015
Employee contributions$1,262,163
Employer contribution per active participant$183
Average account balance$61,554
Benefits paid to participants$387,823
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH AND BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $52K emplr
2023$12.9M · 209 accts · $50K emplr
2022$9.9M · 204 accts · $56K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,380
Total administrative$23,380
The Medata, Inc. 401(k) match · 2023
Employer contribution per active participant$183
Median for plans this size$2,440
2023$183 per active participant
2022$214 per active participant

Medata, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,380

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$23,380 · 0.21%
2022$13,296 · 0.12%
Same employer
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Globality, Inc. CA$13.1M · 0.25%
Influxdata Inc. CA$13.0M · 0.31%
Change.Org, Inc. CA$12.9M · 0.03%
Unwired Broadband Holdings CA$12.9M · 0.37%
Measurabl, Inc. CA$12.6M · 0.85%
Vendasta USA Inc. CA$12.6M · 0.18%
Patriot Communications LLC CA$12.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952954038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.