# Kiteworks Usa LLC 401(k) Plan
Source: https://planprovider.pro/companies/accellion-usa-llc-401k-plan

> Kiteworks Usa LLC's 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kiteworks Usa LLC

- **Sponsor EIN:** 850770328

- **Sponsor Address:** 1510 FASHION ISLAND BLVD, SAN MATEO, CA, 94404

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $18.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|124|$18.2M|$516,159|$1.8M|

| 2023|111|$14.5M|$416,926|$1.6M|

| 2022|102|$11.2M|$339,900|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FRANK RIMERMAN CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK RIMERMAN CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,880|—|—|—|—|

| 2023|$1,435|—|—|—|—|

| 2022|$1,434|—|—|—|—|

## Similar Plans

- [Conviva INC.](https://planprovider.pro/companies/conviva-inc-401k-plan) — 125 participants

- [Lilomi, INC.](https://planprovider.pro/companies/lilomi-inc-plan) — 126 participants

- [Atomic Labs, LLC](https://planprovider.pro/companies/atomic-labs-llc-plan) — 126 participants

- [Visionary Integration Professionals, LLC](https://planprovider.pro/companies/visionary-integration-professionals-llc-401k-plan) — 126 participants

- [Endsight](https://planprovider.pro/companies/endsight-401k-plan) — 127 participants

- [Predicate Logic, INC.](https://planprovider.pro/companies/predicate-logic-inc-plan) — 121 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/accellion-usa-llc-401k-plan)

© 2026 PlanProvider.Pro