Plan Ledger DOL Form 5500 · updated monthly

Sumo Logic, Inc.401(k)

SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN · REDWOOD CITY, CA · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Sumo Logic, Inc. reported $26,030 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other information & media employers. By assets it is the 1,613th-largest of 9,483 plans among California employers on file, and the 475th of 2,199 in information & media. active participation has shrunk from 591 to 348 since 2022.

Plan summary
Net assets, end of year$56,040,101
Participants with balances604
Active participants348
Employer contributions$0
Employee contributions$7,057,633
Employer contribution per active participant$0
Average account balance$92,782
Benefits paid to participants$8,808,640
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$56.0M · 604 accts
2024$46.8M · 672 accts
2023$40.3M · 673 accts
2022$29.4M · 721 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$14,063
Investment management$11,967
Total administrative$26,030
The Sumo Logic, Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$4,093

Sumo Logic, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,063
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,967

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

Administrative cost history4
2025$26,030 · 0.05%
2024$11,746 · 0.03%
2023$27,901 · 0.08%
2022$19,571 · 0.07%
Same employer
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Hanley Wood, dba Zonda CA$56.1M · 0.31%
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Source: U.S. Department of Labor, Form 5500 series, EIN 272234444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.