Plan Snapshot
- Plan Sponsor: Altos Labs, INC.
- Sponsor EIN: 863736536
- Sponsor Address: 2600 ISLAND DRIVE, REDWOOD CITY, CA, 94065
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $34.6M
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 | 409 | $34.6M | $7.6M | $6.4M |
| 2023 | 387 | $18.0M | $5.2M | $5.2M |
| 2022 | 295 | $4.7M | $1.6M | $2.4M |
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 |
|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | OTHER | $21,598 | — | $21,598 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $16,873 | — | $16,873 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $7,242 | — | $7,242 |
| PENSION ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,713
- Estimated Expense Ratio: 0.132% 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 | $50,678 | $21,838 | — | — | — |
| 2023 | $20,408 | $20,408 | — | — | — |
| 2022 | — | — | — | — | — |