Plan Ledger DOL Form 5500 · updated monthly

Yardi Systems, Inc.401(k)

YARDI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN · GOLETA, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Yardi Systems, Inc. reported $129,146 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,272 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 0.07% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 167th-largest of 9,483 plans among California employers on file, and the 62nd of 2,199 in information & media. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$780,469,841
Participants with balances5,793
Active participants4,805
Employer contributions$44,552,274
Employee contributions$42,070,090
Employer contribution per active participant$9,272
Average account balance$134,726
Benefits paid to participants$36,422,023
Plan auditUnmodified (clean) audit opinion
AuditorNASIF, HICKS, HARRIS & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$780.5M · 5,793 accts · $44.6M emplr
2023$624.4M · 6,007 accts · $38.8M emplr
2022$466.1M · 5,634 accts · $33.4M emplr
Administrative expenses, itemized · 2024
Investment management$152,859
Total administrative$129,146
The Yardi Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$9,272
Median for plans this size$4,294
2024$9,272 per active participant
2023$8,039 per active participant
2022$7,407 per active participant

Yardi Systems, Inc.'s 2024 employer contribution ran above the $4,294 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$152,859
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 history3
2024$129,146 · 0.02%
2023$296,214 · 0.05%
2022$321,841 · 0.07%
Same employer
Similar plansInformation & Media · California
Umg Recordings, Inc. CA$1.4B · 0.03%
Airbnb, Inc. CA$981.8M · 0.00%
Bytedance Inc CA$918.9M · 0.02%
Micro Focus US Inc. CA$917.6M · 0.03%
Corelogic, Inc. CA$779.0M · 0.00%
Atlassian US, Inc. CA$750.2M · 0.01%
Dolby Laboratories, Inc. CA$703.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770049051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.