Plan Snapshot
- Plan Sponsor: Ancestry.Com Operations INC.
- Sponsor EIN: 870392473
- Sponsor Address: 1300 WEST TRAVERSE PARKWAY, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 1,108
- Total Assets: $219.7M
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 | 1,108 | $219.7M | $4.8M | $15.3M |
| 2023 | 1,214 | $189.6M | $5.1M | $15.0M |
| 2022 | 1,240 | $150.9M | $5.0M | $14.4M |
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 |
|---|---|---|---|---|
| BDO USA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA 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 | $274,648 | — | — | — | — |
| 2023 | $254,525 | $65,686 | — | $26,854 | — |
| 2022 | $278,177 | $68,486 | $209,691 | — | — |