401k Record

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Illumio 401(k)

Recordkeeping fees per participant · Illumio 401(k) Plan · plan year 2024

$32.48

Higher than 25% of the 5,847 plans $50 to 250M that report it.

Source

= $20,656 / 636
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929133812NAL0005057971001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929133812NAL0005057971001, received 2025-09-29

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$32.48

10th: $16.21median $93.2090th: $246.84

Higher than 17% of the 8,758 plans $50 to 250M that report it.

Source

= $20,656 / 636
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929133812NAL0005057971001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929133812NAL0005057971001, received 2025-09-29

Administrative expenses per participant

$32.48

10th: $29.39median $132.8490th: $350.58

Higher than 11% of the 9,042 plans $50 to 250M that report it.

Source

= $20,656 / 636
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929133812NAL0005057971001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929133812NAL0005057971001, received 2025-09-29

Administrative expenses as a share of assets

0.037%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 15% of the 9,049 plans $50 to 250M that report it.

Source

= $20,656 / $55,440,960
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929133812NAL0005057971001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929133812NAL0005057971001, received 2025-09-29

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 636
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929133812NAL0005057971001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929133812NAL0005057971001, received 2025-09-29

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $11,422,986
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929133812NAL0005057971001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929133812NAL0005057971001, received 2025-09-29

Plan terms, as stated in Illumio, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929133812NAL0005057971001, received 2025-09-29

Full record, Illumio 401(k) Plan

FieldValueSource
Plan sponsorILLUMIO, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929133812NAL0005057971001, received 2025-09-29
Plan nameILLUMIO 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250929133812NAL0005057971001, received 2025-09-29
Sponsor EIN / plan number46-1675620 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929133812NAL0005057971001, received 2025-09-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929133812NAL0005057971001, received 2025-09-29
Sponsor locationSUNNYVALE, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929133812NAL0005057971001, received 2025-09-29
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929133812NAL0005057971001, received 2025-09-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929133812NAL0005057971001, received 2025-09-29
Filing received2025-09-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929133812NAL0005057971001, received 2025-09-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929133812NAL0005057971001, received 2025-09-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250929133812NAL0005057971001, received 2025-09-29
Participants, beginning of year600Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929133812NAL0005057971001, received 2025-09-29
Active participants536Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929133812NAL0005057971001, received 2025-09-29
Participants, end of year705Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929133812NAL0005057971001, received 2025-09-29
Participants with an account balance636Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929133812NAL0005057971001, received 2025-09-29
Total assets, beginning of year$42,280,117Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929133812NAL0005057971001, received 2025-09-29
Total assets, end of year$55,440,960Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929133812NAL0005057971001, received 2025-09-29
Net assets, end of year$55,440,960Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929133812NAL0005057971001, received 2025-09-29
Total income$18,632,410Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929133812NAL0005057971001, received 2025-09-29
Net income$13,160,843Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929133812NAL0005057971001, received 2025-09-29
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929133812NAL0005057971001, received 2025-09-29
Participant contributions$8,756,253Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929133812NAL0005057971001, received 2025-09-29
Other contributions (incl. rollovers)$2,666,733Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929133812NAL0005057971001, received 2025-09-29
Total contributions$11,422,986Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929133812NAL0005057971001, received 2025-09-29
Benefit payments$5,442,707Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929133812NAL0005057971001, received 2025-09-29
Total expenses (incl. benefit payments)$5,471,567Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929133812NAL0005057971001, received 2025-09-29
Total administrative expenses$20,656Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929133812NAL0005057971001, received 2025-09-29
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929133812NAL0005057971001, received 2025-09-29
Recordkeeping fees$20,656Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929133812NAL0005057971001, received 2025-09-29
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929133812NAL0005057971001, received 2025-09-29
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929133812NAL0005057971001, received 2025-09-29
Administrative expenses excluding investment management$20,656derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929133812NAL0005057971001, received 2025-09-29
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250929133812NAL0005057971001, received 2025-09-29
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929133812NAL0005057971001, received 2025-09-29
Held in mutual funds$51,418,317Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929133812NAL0005057971001, received 2025-09-29
Independent auditorARMANINO LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929133812NAL0005057971001, received 2025-09-29

Position = column in the DOL layout for form year 2024. Filing 20250929133812NAL0005057971001, received 2025-09-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees $20,682yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929133812NAL0005057971001, received 2025-09-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$42,280,117$55,440,96031.1%
Participants with a balance52063622.3%
Administrative expenses$21,326$20,656-3.1%
Recordkeeping fees per participant$41.01$32.48-20.8%
Employer contributions$0$0

Prior filing 20241009151925NAL0033198832001, received 2024-10-09; the plan years are contiguous.

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Sponsor name as filed: ILLUMIO, INC.; SEC registrant: Illumio, Inc. (CIK 1567658, matched by EIN).