Plan Ledger DOL Form 5500 · updated monthly

Vagaro, Inc.401(k)

VAGARO, INC. RETIREMENT SAVINGS PLAN · PLEASANTON, CA · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

Vagaro, Inc. reported $39,410 in plan administrative expenses for 2025: 0.41% of average plan assets, below the peer median. Employer contributions averaged $2,357 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 has held roughly steady near 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,124th of 9,483), and 1,420th of 2,199 in information & media. In 2025, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,339,726
Participants with balances201
Active participants311
Employer contributions$732,968
Employee contributions$1,508,400
Employer contribution per active participant$2,357
Average account balance$56,417
Benefits paid to participants$1,417,134
Plan auditUnmodified (clean) audit opinion
AuditorATHERTON & ASSOCIATES, LLP
Plan history2
Yearassets · accounts · employer contribution
2025$11.3M · 201 accts · $733K emplr
2024$8.0M · 169 accts · $565K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$35,256
Investment management$4,154
Total administrative$39,410
The Vagaro, Inc. 401(k) match · 2025
Employer contribution per active participant$2,357
Median for plans this size$1,464
2025$2,357 per active participant
2024$1,995 per active participant

Vagaro, Inc.'s 2025 employer contribution ran above the $1,464 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 · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,256

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

Administrative cost history2
2025$39,410 · 0.41%
2024$26,487 · 0.40%
All plans at this employer2
VAGARO, INC. RETIREMENT SAVINGS PLAN401(k)
VAGARO, INC. RETIREMENT SAVINGS PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 464013144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.