Plan Ledger DOL Form 5500 · updated monthly

Taulia LLC401(k)

TAULIA 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

Taulia LLC reported $9,526 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,494 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 0.02% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 3,053rd-largest of 9,483 plans among California employers on file, and the 873rd of 2,199 in information & media. In 2024, employees put in $5.05 for every $1.00 the employer contributed; active participation has grown from 225 to 261 since 2022.

Plan summary
Net assets, end of year$25,455,923
Participants with balances333
Active participants261
Employer contributions$650,984
Employee contributions$3,285,019
Employer contribution per active participant$2,494
Average account balance$76,444
Benefits paid to participants$598,176
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.5M · 333 accts · $651K emplr
2023$18.2M · 354 accts · $599K emplr
2022$12.1M · 313 accts · $511K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,825
Investment management$5,001
Total administrative$9,526
The Taulia LLC 401(k) match · 2024
Employer contribution per active participant$2,494
Median for plans this size$2,416
2024$2,494 per active participant
2023$2,388 per active participant
2022$2,271 per active participant

Taulia 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 · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$9,526
PENSIONMARK FINANCIAL GROUP LLCindirect 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$9,526 · 0.04%
2023$5,075 · 0.03%
2022$2,393 · 0.02%
Same employer
Similar plansInformation & Media · California
Altium, Inc. CA$26.0M · 0.45%
Medable, Inc. CA$25.8M · 0.40%
Firstup, Inc. CA$25.7M · 0.02%
Mocean, LLC CA$25.3M · 0.38%
Floqast, Inc. CA$25.1M · 0.11%
Sigma Computing, Inc. CA$25.1M · 0.14%
Treasure Data, Inc. CA$24.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270346424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.