Plan Snapshot
- Plan Sponsor: Annual Reviews
- Sponsor EIN: 941156476
- Sponsor Address: 1875 S GRANT STREET, SUITE 700, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $53.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 92 | $53.4M | $970,889 | $975,708 |
| 2023 | 94 | $47.1M | $994,144 | $955,528 |
| 2022 | 92 | $38.1M | $964,939 | $898,884 |
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 |
|---|---|---|---|---|
| FRANK, RIMERMAN & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN & CO 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 | $7,742 | — | $7,742 | — | — |
| 2023 | $7,482 | — | $7,482 | — | — |
| 2022 | $7,467 | — | $7,467 | — | — |