Plan Ledger DOL Form 5500 · updated monthly

Ultragenyx Pharmaceutical Inc.401(k)

ULTRAGENYX PHARMACEUTICAL INC. 401(K) PLAN AND TRUST · NOVATO, CA · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Ultragenyx Pharmaceutical Inc. reported $94,760 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,073 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 0.06% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 430th-largest of 9,483 plans among California employers on file, and the 903rd of 13,661 in manufacturing. In 2025, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$279,496,322
Participants with balances1,495
Active participants1,146
Employer contributions$10,398,044
Employee contributions$24,058,017
Employer contribution per active participant$9,073
Average account balance$186,954
Benefits paid to participants$20,388,170
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$279.5M · 1,495 accts · $10.4M emplr
2024$217.9M · 1,423 accts · $9.7M emplr
2023$166.4M · 1,391 accts · $9.7M emplr
2022$117.3M · 1,358 accts · $8.5M emplr
Administrative expenses, itemized · 2025
Investment management$84,529
Total administrative$94,760
The Ultragenyx Pharmaceutical Inc. 401(k) match · 2025
Employer contribution per active participant$9,073
Median for plans this size$4,093
2025$9,073 per active participant
2024$8,937 per active participant
2023$8,925 per active participant
2022$7,402 per active participant

Ultragenyx Pharmaceutical Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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 · 20253
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$84,529
SAGEVIEW ADVISORY GROUP, LLC · Consulting$21,855
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$94,760 · 0.04%
2024$109,930 · 0.06%
2023$74,914 · 0.05%
2022$67,875 · 0.06%
Same employer
Similar plansManufacturing · California
Carl Zeiss Meditec Inc. CA$290.7M · 0.02%
Anritsu Company CA$288.7M · 0.06%
Formfactor, Inc. CA$276.8M · 0.12%
Cohu, Inc. CA$274.3M · 0.00%
Niagara Bottling, LLC CA$272.3M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272546083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.