Plan Snapshot
- Plan Sponsor: Agiloft, INC.
- Sponsor EIN: 710907214
- Sponsor Address: 303 TWIN DOLPHIN DRIVE, FLOOR 6, REDWOOD CITY, CA, 94065
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $11.5M
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 | 236 | $11.5M | $816,297 | $2.3M |
| 2023 | 187 | $7.4M | $609,401 | $1.7M |
| 2022 | 159 | $4.0M | $459,130 | $1.3M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $16,081 | $4,043 | — | — | — |
| 2023 | $731,932 | — | $8,711 | — | — |
| 2022 | $1,836,286 | — | $4,719 | — | — |