Plan Ledger DOL Form 5500 · updated monthly

Personalis, Inc.401(k)

PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Personalis, Inc. reported $18,012 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,544 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 0.03% to 0.06%. 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 2,413th-largest of 9,483 plans among California employers on file, and the 3,740th of 11,654 in professional & technical services. In 2024, employees put in $4.80 for every $1.00 the employer contributed; active participation has shrunk from 376 to 225 since 2022.

Plan summary
Net assets, end of year$34,455,343
Participants with balances456
Active participants225
Employer contributions$797,413
Employee contributions$3,828,845
Employer contribution per active participant$3,544
Average account balance$75,560
Benefits paid to participants$3,695,023
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 456 accts · $797K emplr
2023$28.4M · 422 accts · $1.0M emplr
2022$20.5M · 456 accts · $1.2M emplr
The Personalis, Inc. 401(k) match · 2024
Employer contribution per active participant$3,544
Median for plans this size$2,416
2024$3,544 per active participant
2023$3,884 per active participant
2022$3,066 per active participant

Personalis, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$18,213

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,012 · 0.06%
2023$14,304 · 0.06%
2022$5,929 · 0.03%
Same employer
Similar plansProfessional & Technical Services · California
Governmentjobs.com, Inc. CA$34.9M · 0.57%
Saama Technologies, LLC CA$34.3M · 0.18%
Anthropic Pbc CA$34.3M · 0.08%
Fate Therapeutics, Inc. CA$34.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275411038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.