Plan Ledger DOL Form 5500 · updated monthly

Userzoom Technologies, Inc.401(k)

USERTESTING 401(K) PLAN · LOS GATOS, CA · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Userzoom Technologies, Inc. reported $32,466 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,380 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,477th-largest of 9,483 plans among California employers on file, and the 2,270th of 11,654 in professional & technical services. In 2023, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,542,739
Participants with balances918
Active participants429
Employer contributions$2,308,218
Employee contributions$4,818,018
Employer contribution per active participant$5,380
Average account balance$68,129
Benefits paid to participants$3,597,942
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,517
Investment management$20,949
Total administrative$32,466
The Userzoom Technologies, Inc. 401(k) match · 2023
Employer contribution per active participant$5,380
Median for plans this size$2,440

Userzoom Technologies, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
BAYBRIDGE CAPITAL GROUP LLC · Investment advisory (plan)$18,937
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,532

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

Administrative cost history1
2023$32,466 · 0.09%
Similar plansProfessional & Technical Services · California
Bill.com, LLC CA$63.3M · 0.07%
Rick Engineering Company CA$63.0M · 0.30%
Userzoom Technologies, Inc. CA$62.5M · 0.09%
Imperva, Inc. CA$62.5M · 0.03%
Sangamo Therapeutics, Inc. CA$62.5M · 0.09%
Ibi Group CA$62.2M · 0.27%
Motive Technologies Inc. CA$62.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810789048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.