Plan Ledger DOL Form 5500 · updated monthly

Zwift, Inc.401(k)

ZWIFT, INC. 401(K) PLAN · LONG BEACH, CA · plan year 2025

Reported admin expense ratio · 2025
0.42%

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

Zwift, Inc. reported $138,161 in plan administrative expenses for 2025: 0.42% of average plan assets, above the peer median. Employer contributions averaged $7,014 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 3 years on file its reported administrative ratio fell from 0.66% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 2,304th-largest of 9,483 plans among California employers on file, and the 680th of 2,199 in information & media. In 2025, employees put in $1.85 for every $1.00 the employer contributed; active participation has shrunk from 348 to 213 since 2022.

Plan summary
Net assets, end of year$36,244,480
Participants with balances390
Active participants213
Employer contributions$1,493,992
Employee contributions$2,761,698
Employer contribution per active participant$7,014
Average account balance$92,935
Benefits paid to participants$3,671,688
Plan auditUnmodified (clean) audit opinion
AuditorWINDES
Plan history4
Yearassets · accounts · employer contribution
2025$36.2M · 390 accts · $1.5M emplr
2024$29.9M · 460 accts · $1.9M emplr
2023$27.9M · 443 accts · $2.5M emplr
2022$18.8M · 452 accts · $2.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,086
Investment management$86,075
Total administrative$138,161
The Zwift, Inc. 401(k) match · 2025
Employer contribution per active participant$7,014
Median for plans this size$2,666
2025$7,014 per active participant
2024$9,076 per active participant
2023$7,867 per active participant
2022$7,883 per active participant

Zwift, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$77,640
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,086
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,435

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

Administrative cost history4
2025$138,161 · 0.42%
2024$129,504 · 0.45%
2023$134,231 · 0.58%
2022$116,011 · 0.66%
Same employer
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Marklogic Corporation CA$37.5M · 0.01%
Uvnv, Inc. CA$37.1M · 0.30%
Clari, Inc. CA$37.1M · 0.03%
Simulations Plus, Inc. CA$36.6M · 0.16%
Sysdig, Inc. CA$36.1M · 0.35%
Harpo, Inc. CA$36.0M
New Dream Network, LLC CA$36.0M · 0.09%
Thoughtspot, Inc. CA$35.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812798595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.