Plan Ledger DOL Form 5500 · updated monthly

Yottaa, Inc.401(k)

YOTTAA 401K PLAN · WALTHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.12%

Yottaa, Inc. reported $6,777 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. 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 0.28% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (2,247th of 2,726), and 1,823rd of 2,199 in information & media.

Plan summary
Net assets, end of year$5,869,580
Participants with balances90
Active participants64
Employer contributions—
Employee contributions$978,118
Employer contribution per active participant—
Average account balance$65,218
Benefits paid to participants$1,546,774
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.9M · 90 accts
2023$5.4M · 105 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,510
Investment management$4,267
Total administrative$6,777
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
ADP, INC. · Loan processing · Recordkeeping$2,510
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP, SRPC, INC

This plan has changed recordkeepers within these filings. If you left Yottaa, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$6,777 · 0.12%
2023$13,257 · 0.28%
Same employer
Similar plansInformation & Media · Massachusetts
Crayon Inc. MA$6.7M · 0.08%
True Fit Corporation MA$6.2M · 0.15%
Patientslikeme LLC MA$6.1M · 0.00%
Leanix, Inc. MA$5.8M · 1.33%
1UPHEALTH MA$5.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264723506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.