Plan Ledger DOL Form 5500 · updated monthly

Zoho Corporation401(k)

ZOHO CORPORATION 401(K) PROFIT SHARING PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Zoho Corporation reported $30,928 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,069 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 rose from 0.01% to 0.19%. 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 3,842nd-largest of 9,483 plans among California employers on file, and 5,841st of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 216 to 268 since 2022.

Plan summary
Net assets, end of year$18,432,257
Participants with balances251
Active participants268
Employer contributions$822,498
Employee contributions$1,700,405
Employer contribution per active participant$3,069
Average account balance$73,435
Benefits paid to participants$158,110
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 251 accts · $822K emplr
2023$13.9M · 191 accts · $670K emplr
2022$10.3M · 154 accts · $535K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,928
Total administrative$30,928
The Zoho Corporation 401(k) match · 2024
Employer contribution per active participant$3,069
Median for plans this size$2,416
2024$3,069 per active participant
2023$2,950 per active participant
2022$2,476 per active participant

Zoho Corporation's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,011

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$30,928 · 0.19%
2023$22,767 · 0.19%
2022$888 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Caribou Biosciences, Inc. CA$18.5M · 0.04%
Tca Architects, Inc. CA$18.5M · 0.48%
Singlestore, Inc. CA$18.4M · 0.06%
RDC-S111, Inc. CA$18.4M · 0.25%
Simulstat, Inc. CA$18.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800722734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.