Plan Ledger DOL Form 5500 · updated monthly

Zuora, Inc.401(k)

ZUORA, INC. 401 (K) PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Zuora, Inc. reported $113,849 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.14% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 1,005th-largest of 9,483 plans among California employers on file, and the 314th of 2,199 in information & media. active participation has shrunk from 721 to 633 since 2022.

Plan summary
Net assets, end of year$99,809,044
Participants with balances1,058
Active participants633
Employer contributions$0
Employee contributions$10,417,281
Employer contribution per active participant$0
Average account balance$94,337
Benefits paid to participants$10,352,526
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$99.8M · 1,058 accts
2023$81.3M · 1,321 accts · $2.1M emplr
2022$65.1M · 1,349 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,548
Investment management$104,301
Total administrative$113,849
The Zuora, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Zuora, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$104,301
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,548

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$113,849 · 0.13%
2023$92,831 · 0.13%
2022$94,549 · 0.14%
Same employer
Similar plansInformation & Media · California
Metro-Goldwyn-Mayer Inc. CA$111.6M · 0.01%
Kqed Inc. CA$105.0M · 0.16%
Magnite, Inc. CA$102.6M · 0.00%
Tencent America, LLC CA$102.0M · 0.13%
Seismic Software, Inc CA$94.8M · 0.26%
O'Reilly Media, Inc. CA$94.5M · 0.22%
Niantic, Inc. CA$94.3M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205530976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.