Plan Snapshot
- Plan Sponsor: Ah Capital Management, L.L.C.
- Sponsor EIN: 270351217
- Sponsor Address: 2865 SAND HILL ROAD, SUITE 100, MENLO PARK, CA, 94025
- Plan Type: DC
- Total Participants: 560
- Total Assets: $96.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 560 | $96.3M | $7.6M | $9.3M |
| 2023 | 531 | $70.3M | $7.0M | $8.3M |
| 2022 | 492 | $46.2M | $5.4M | $5.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $108,175 | — | $108,175 |
| HICKS PENSION SERVICES | CONTRACT ADMIN | $4,650 | $35,731 | $40,381 |
| FRANK RIMERMAN + CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH PIERCE FENNER & SMITH — INVESTMENT ADVISOR
- FRANK RIMERMAN + CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,556
- Estimated Expense Ratio: 0.154% 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 | $222,157 | — | — | — | — |
| 2023 | $177,460 | — | — | — | — |
| 2022 | $99,212 | — | $99,212 | — | — |