Plan Snapshot
- Plan Sponsor: Answerlab, LLC
- Sponsor EIN: 020740712
- Sponsor Address: 700 LARSKPUR LANDING CIRCLE SUITE, LARKSPUR, CA, 94939
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $19.2M
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 | 170 | $19.2M | $711,020 | $1.8M |
| 2023 | 236 | $15.7M | $879,341 | $2.2M |
| 2022 | 286 | $10.8M | $678,952 | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US,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 | $57,741 | $28,914 | — | — | — |
| 2023 | $42,866 | $24,061 | — | — | — |
| 2022 | $14,458 | $4,079 | $10,379 | — | — |