Plan Ledger DOL Form 5500 · updated monthly

Premise Data Corporation401(k)

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

Reported admin expense ratio · 2024
0.30%

Premise Data Corporation reported $29,086 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. 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 0.27% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,383rd of 9,483), and 7,922nd of 11,654 in professional & technical services. active participation has shrunk from 182 to 55 since 2022.

Plan summary
Net assets, end of year$10,248,471
Participants with balances298
Active participants55
Employer contributions—
Employee contributions$1,037,367
Employer contribution per active participant—
Average account balance$34,391
Benefits paid to participants$1,471,270
Plan auditDisclaimer of opinion
AuditorSENSIBA SAN FILIPPO
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 298 accts
2023$9.2M · 336 accts
2022$6.9M · 318 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,542
Investment management$24,544
Total administrative$29,086
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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$4,542
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$18,033
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$6,511

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$29,086 · 0.30%
2023$22,245 · 0.28%
2022$17,915 · 0.27%
Same employer
Similar plansProfessional & Technical Services · California
Albert Corporation CA$10.3M · 0.02%
H2O.AI, Inc. CA$10.3M · 0.63%
Medallia, Inc. CA$10.3M · 0.08%
Paragon Legal Group LLC CA$10.3M · 0.07%
Naehas Inc CA$10.2M · 0.09%
Artemis Consulting, LLC CA$10.2M · 0.48%
Cordevalle L.P. CA$10.2M · 0.18%
Tredence CA$10.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455294131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.