# Annual Reviews 401(k) Plan
Source: https://planprovider.pro/companies/annual-reviews-401k-plan

> Annual Reviews's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/frank-rimerman-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/annual-reviews-401k-plan)

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