Plan Ledger DOL Form 5500 · updated monthly

Sitecore USA, Inc.401(k)

SITECORE USA, INC. 401(K) PLAN & TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Sitecore USA, Inc. reported $24,778 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,558 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 fell from 0.05% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 1,509th-largest of 9,483 plans among California employers on file, and the 558th of 5,215 in retail trade. In 2024, employees put in $4.02 for every $1.00 the employer contributed; active participation has shrunk from 496 to 350 since 2022.

Plan summary
Net assets, end of year$61,058,029
Participants with balances636
Active participants350
Employer contributions$1,595,355
Employee contributions$6,417,277
Employer contribution per active participant$4,558
Average account balance$96,003
Benefits paid to participants$10,839,028
Plan auditUnmodified (clean) audit opinion
AuditorBFBA,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$61.1M · 636 accts · $1.6M emplr
2023$54.3M · 681 accts · $1.7M emplr
2022$43.2M · 716 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,577
Investment management$19,201
Total administrative$24,778
The Sitecore USA, Inc. 401(k) match · 2024
Employer contribution per active participant$4,558
Median for plans this size$3,635
2024$4,558 per active participant
2023$3,734 per active participant
2022$4,180 per active participant

Sitecore USA, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,201
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,577

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$24,778 · 0.04%
2023$20,904 · 0.04%
2022$21,815 · 0.05%
Same employer
Similar plansRetail Trade · California
Newegg Inc. CA$67.2M · 0.26%
The Niello Company CA$65.1M · 0.32%
Lamps Plus Inc CA$62.1M · 0.05%
The Realreal CA$60.8M · 0.63%
Sunroad Holding Corporation CA$60.8M · 0.27%
Thumbtack, Inc. CA$58.4M · 0.00%
Norm Reeves, Inc. CA$58.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300262390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.