Plan Ledger DOL Form 5500 · updated monthly

Voltus, Inc.401(k)

VOLTUS 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Voltus, Inc. reported $35,508 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,056 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 fell from 0.47% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,060th-largest of 9,483 plans among California employers on file, and 6,138th 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$17,002,214
Participants with balances285
Active participants209
Employer contributions$1,265,695
Employee contributions$2,790,822
Employer contribution per active participant$6,056
Average account balance$59,657
Benefits paid to participants$1,946,389
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 285 accts · $1.3M emplr
2023$11.8M · 335 accts · $1.2M emplr
2022$7.3M · 300 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,384
Investment management$28,124
Total administrative$35,508
The Voltus, Inc. 401(k) match · 2024
Employer contribution per active participant$6,056
Median for plans this size$2,416
2024$6,056 per active participant
2023$5,194 per active participant
2022$5,075 per active participant

Voltus, Inc.'s 2024 employer contribution ran above the $2,416 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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,124
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,384

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$35,508 · 0.25%
2023$43,177 · 0.45%
2022$28,422 · 0.47%
Same employer
Similar plansProfessional & Technical Services · California
Hcl America Solutions, Inc. CA$17.1M · 0.24%
Chugh, LLP CA$17.1M · 0.03%
Beyond Limits, Inc. CA$17.0M · 0.09%
Aravo Solutions, Inc. CA$16.9M · 0.35%
Adicet Therapeutics, Inc. CA$16.9M · 0.08%
Atr International Inc. CA$16.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813538282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.