Plan Ledger DOL Form 5500 · updated monthly

Nuna, Inc.401(k)

NUNA, INC. RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Nuna, Inc. reported $49,738 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $8,800 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 3 years on file its reported administrative ratio has held roughly steady near 0.21%. 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 3,042nd-largest of 9,483 plans among California employers on file, and the 4,673rd of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 232 to 155 since 2022.

Plan summary
Net assets, end of year$25,614,450
Participants with balances343
Active participants155
Employer contributions$1,363,954
Employee contributions$2,998,086
Employer contribution per active participant$8,800
Average account balance$74,678
Benefits paid to participants$4,299,079
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 343 accts · $1.4M emplr
2023$21.8M · 327 accts · $1.4M emplr
2022$14.1M · 305 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,876
Investment management$44,862
Total administrative$49,738
The Nuna, Inc. 401(k) match · 2024
Employer contribution per active participant$8,800
Median for plans this size$2,416
2024$8,800 per active participant
2023$8,880 per active participant
2022$5,316 per active participant

Nuna, 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
GERBER KAWASAKI, INC. · Recordkeeping · Trustee$44,862
ADP, INC. · Loan processing · Recordkeeping$4,875

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

Recordkeeper by year2
2024ADP, GERBER KAWASAKI, INC.
2023ADP, GERBER KAWASAKI, INC.

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Administrative cost history3
2024$49,738 · 0.21%
2023$36,359 · 0.20%
2022$27,619 · 0.20%
Same employer
Similar plansProfessional & Technical Services · California
Aurora Solar, Inc. CA$25.7M · 0.03%
PSC Biotech Corporation CA$25.6M · 0.35%
Planisware USA, Inc. CA$25.6M · 0.38%
Vaxcyte, Inc. CA$25.5M · 0.50%
Succession Capital, Inc. CA$25.4M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800570221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.