Plan Ledger DOL Form 5500 · updated monthly

Saama Technologies, LLC401(k)

SAAMA TECHNOLOGIES, LLC 401(K) PLAN · CAMPBELL, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Saama Technologies, LLC reported $58,500 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $3,624 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 0.18%. 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 2,421st-largest of 9,483 plans among California employers on file, and the 3,752nd of 11,654 in professional & technical services. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has shrunk from 249 to 192 since 2022.

Plan summary
Net assets, end of year$34,304,403
Participants with balances301
Active participants192
Employer contributions$695,750
Employee contributions$2,226,958
Employer contribution per active participant$3,624
Average account balance$113,968
Benefits paid to participants$6,065,055
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 301 accts · $696K emplr
2023$31.1M · 347 accts · $1.0M emplr
2022$25.8M · 327 accts · $782K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,975
Investment management$36,774
Total administrative$58,500
The Saama Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$3,624
Median for plans this size$2,416
2024$3,624 per active participant
2023$5,217 per active participant
2022$3,143 per active participant

Saama Technologies, LLC'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 · 20244
CREATIVE PLANNING LLC · Investment advisory (plan)$32,788
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,520
CREATIVE PLANNING HOLDCO LLC · Consulting$6,752
STRATEGIC ADVISORS, INC · Investment advisory (plan)indirect comp

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$58,500 · 0.18%
2023$10,221 · 0.04%
2022$7,892 · 0.03%
Same employer
Similar plansProfessional & Technical Services · California
Personalis, Inc. CA$34.5M · 0.06%
Anthropic Pbc CA$34.3M · 0.08%
Fate Therapeutics, Inc. CA$34.3M · 0.40%
Synoptek, LLC CA$34.2M · 0.41%
Ironclad, Inc. CA$34.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770456182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.