Plan Ledger DOL Form 5500 · updated monthly

Userzoom Technologies, Inc.401(k)

USERTESTING 401(K) PLAN · LOS GATOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Userzoom Technologies, Inc. reported $39,281 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,402 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 1 year on file its reported administrative ratio fell from 0.09% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,315th-largest of 9,483 plans among California employers on file, and the 2,032nd of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,514,357
Participants with balances879
Active participants385
Employer contributions$2,849,778
Employee contributions$6,279,057
Employer contribution per active participant$7,402
Average account balance$81,359
Benefits paid to participants$10,900,102
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$71.5M · 879 accts · $2.8M emplr
2023$62.5M · 918 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,850
Investment management$9,431
Total administrative$39,281
The Userzoom Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$7,402
Median for plans this size$3,635
2024$7,402 per active participant
2023$5,380 per active participant

Userzoom Technologies, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,003
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,431

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

Administrative cost history2
2024$39,281 · 0.06%
2023$32,466 · 0.09%
Similar plansProfessional & Technical Services · California
Tri Holdco, Inc. CA$72.4M · 0.09%
Formagrid Inc dba Airtable CA$72.2M · 0.01%
Bosley, Inc. CA$71.9M · 0.48%
Vir Biotechnology, Inc. CA$71.9M · 0.14%
Blend Labs, Inc. CA$71.0M · 0.09%
Immunitybio, Inc. CA$70.7M · 0.27%
Wood Rodgers, Inc CA$69.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811789048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.