Plan Snapshot
- Plan Sponsor: Alpha Teknova, INC.
- Sponsor EIN: 943368109
- Sponsor Address: 2451 BERT DRIVE, HOLLISTER, CA, 95023
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 159 | $11.0M | $449,794 | $897,440 |
| 2023 | 209 | $9.6M | $639,421 | $1.2M |
| 2022 | 274 | $7.2M | $654,601 | $1.2M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $55,847 | $49,615 | $6,232 | — | — |
| 2023 | $48,259 | $39,169 | $9,090 | — | — |
| 2022 | $42,048 | $13,848 | $3,345 | — | — |