Plan Snapshot
- Plan Sponsor: Aechelon Technology, INC.
- Sponsor EIN: 770493667
- Sponsor Address: 611 GATEWAY BOULEVARD, SUITE 300, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $42.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 180 | $42.7M | $1.4M | $2.6M |
| 2023 | 162 | $35.7M | $926,388 | $1.8M |
| 2022 | 152 | $27.5M | $952,183 | $1.6M |
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 |
|---|---|---|---|---|
| PURSHE KAPLAN STERLING INV | ADVISOR | — | $86,230 | $86,230 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PURSHE KAPLAN STERLING INV — ADVISOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,230
- Estimated Expense Ratio: 0.202% of plan assets
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 | $2,338 | — | — | — | — |
| 2023 | $2,519 | — | — | — | — |
| 2022 | $2,319 | — | — | — | — |