Plan Ledger DOL Form 5500 · updated monthly

Tatari, Inc.401(k)

TATARI, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Tatari, Inc. reported $35,040 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. 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 2 years on file its reported administrative ratio rose from 0.05% to 0.28%. 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 4,445th-largest of 9,483 plans among California employers on file, and 6,659th of 11,654 in professional & technical services. active participation has shrunk from 287 to 242 since 2022.

Plan summary
Net assets, end of year$14,659,765
Participants with balances273
Active participants242
Employer contributions$0
Employee contributions$2,689,013
Employer contribution per active participant$0
Average account balance$53,699
Benefits paid to participants$496,238
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 273 accts
2023$10.3M · 259 accts · $78 emplr
2022$6.2M · 305 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,040
Total administrative$35,040
The Tatari, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Tatari, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,040

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$35,040 · 0.28%
2023$19,118 · 0.23%
2022$2,698 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
Intersect Power, LLC CA$14.7M · 0.69%
Evident Change CA$14.7M · 0.01%
Verimatrix, Inc. CA$14.7M · 0.37%
The Sourcing Group CA$14.7M · 0.10%
Cpasitesolutions, Inc. CA$14.7M · 0.14%
Tafapolsky & Smith LLP CA$14.6M · 0.15%
Streamsets, Inc. CA$14.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813734795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.