Plan Snapshot
- Plan Sponsor: Alltrails, INC
- Sponsor EIN: 134368921
- Sponsor Address: 530 BUSH STREET, SAN FRANCISCO, CA, 94108
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $12.3M
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. |
|---|---|---|---|---|
| 2023 | 198 | $12.3M | $1.2M | $2.5M |
| 2022 | 187 | $7.2M | $964,062 | $2.0M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $16,670 | — | $16,670 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $15,768 | $15,768 |
| METZ AND ASSOCIATES, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- METZ AND ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,438
- Estimated Expense Ratio: 0.264% 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 |
|---|---|---|---|---|---|
| 2023 | $8,335 | $7,451 | — | — | — |
| 2022 | $2,601 | $2,597 | $4 | — | — |