Plan Snapshot
- Plan Sponsor: Altruist Corp
- Sponsor EIN: 831886435
- Sponsor Address: 3030 S. LA CIENEGA, CULVER CITY, CA, 90232
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $20.0M
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. |
|---|---|---|---|---|
| 2024 | 375 | $20.0M | $2.2M | $4.2M |
| 2023 | 289 | $13.3M | $1.6M | $3.0M |
| 2022 | 239 | $8.1M | $1.4M | $2.6M |
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 |
|---|---|---|---|---|
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $14,514 | $14,514 |
| GUIDELINE, INC. | RECORDKEEPER | $13,648 | — | $13,648 |
| SENSIBA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- SENSIBA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,162
- Estimated Expense Ratio: 0.141% 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 | $15,240 | $12,740 | — | — | — |
| 2023 | $9,713 | $8,133 | — | — | — |
| 2022 | $5,525 | $5,525 | — | — | — |