Plan Ledger DOL Form 5500 · updated monthly

Persona Identities, Inc.401(k)

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

Reported admin expense ratio · 2024
0.01%

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

Persona Identities, Inc. reported $2,242 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,828 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 fell from 0.64% to 0.01%. 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 3,777th-largest of 9,483 plans among California employers on file, and the 5,751st of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,935,553
Participants with balances292
Active participants252
Employer contributions$1,216,750
Employee contributions$3,167,589
Employer contribution per active participant$4,828
Average account balance$64,848
Benefits paid to participants$545,630
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN AND CO. LLP
Plan history2
Yearassets · accounts · employer contribution
2024$18.9M · 292 accts · $1.2M emplr
2023$11.6M · 195 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,242
Total administrative$2,242
The Persona Identities, Inc. 401(k) match · 2024
Employer contribution per active participant$4,828
Median for plans this size$2,416
2024$4,828 per active participant
2023$5,783 per active participant

Persona Identities, 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 · 20241

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

Administrative cost history2
2024$2,242 · 0.01%
2023$55,327 · 0.64%
Same employer
Similar plansProfessional & Technical Services · California
Allana Buick & Bers, Inc. CA$19.0M · 0.27%
Krazan & Associates, Inc. CA$19.0M · 0.45%
Wra, Inc. CA$19.0M · 0.08%
Gnr Holdings LLC CA$18.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384087866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.