Plan Ledger DOL Form 5500 · updated monthly

Pandadoc, Inc401(k)

PANDADOC, INC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Pandadoc, Inc reported $17,167 in plan administrative expenses for 2024: 0.27% 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 rose from 0.08% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,128th of 9,483), and 1,671st of 2,199 in information & media. active participation has shrunk from 227 to 181 since 2022.

Plan summary
Net assets, end of year$7,646,178
Participants with balances226
Active participants181
Employer contributions$0
Employee contributions$1,797,888
Employer contribution per active participant$0
Average account balance$33,833
Benefits paid to participants$1,048,014
Plan auditUnmodified (clean) audit opinion
AuditorSILICON VALLEY ACCOUNTANCY CORPORAT
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 226 accts
2023$5.2M · 235 accts
2022$3.2M · 251 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,167
Total administrative$17,167
The Pandadoc, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Pandadoc, 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

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$17,167 · 0.27%
2023$8,279 · 0.20%
2022$2,263 · 0.08%
Same employer
Similar plansInformation & Media · California
Hilti Fieldwire, Inc. CA$7.7M · 0.13%
People.Ai, Inc. CA$7.7M · 0.40%
Wag Labs Inc. CA$7.7M · 0.24%
Cresta Intelligence, Inc. CA$7.6M · 0.04%
Mediaco Operations LLC CA$7.6M · 0.05%
Estrella Media, Inc. CA$7.6M · 0.05%
Teutonic Holdings, LLC CA$7.4M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 453821815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.