Plan Ledger DOL Form 5500 · updated monthly

Planisware USA, Inc.401(k)

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

Reported admin expense ratio · 2024
0.38%

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

Planisware USA, Inc. reported $88,194 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $5,747 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 0.38%. 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 3,043rd-largest of 9,483 plans among California employers on file, and the 4,677th of 11,654 in professional & technical services. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 146 to 168 since 2022.

Plan summary
Net assets, end of year$25,595,185
Participants with balances205
Active participants168
Employer contributions$965,435
Employee contributions$1,593,301
Employer contribution per active participant$5,747
Average account balance$124,855
Benefits paid to participants$1,576,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 205 accts · $965K emplr
2023$21.0M · 188 accts · $805K emplr
2022$16.8M · 178 accts · $746K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,704
Investment management$54,490
Total administrative$88,194
The Planisware USA, Inc. 401(k) match · 2024
Employer contribution per active participant$5,747
Median for plans this size$2,416
2024$5,747 per active participant
2023$5,405 per active participant
2022$5,110 per active participant

Planisware USA, 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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$54,490
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,704

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$88,194 · 0.38%
2023$68,432 · 0.36%
2022$66,386 · 0.37%
Same employer
Similar plansProfessional & Technical Services · California
PSC Biotech Corporation CA$25.6M · 0.35%
Nuna, Inc. CA$25.6M · 0.21%
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 943371445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.