Plan Snapshot
- Plan Sponsor: Auditboard, INC.
- Sponsor EIN: 471299245
- Sponsor Address: 12900 PARK PLAZA DR., CERRITOS, CA, 90703
- Plan Type: 401(k)
- Total Participants: 704
- Total Assets: $41.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 704 | $41.4M | $1.2M | $9.5M |
| 2023 | 642 | $24.9M | $1.1M | $6.9M |
| 2022 | 545 | $12.2M | $784,966 | $4.4M |
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 |
|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | ADVISOR | $74,254 | — | $74,254 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $68,937 | — | $68,937 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,077 | — | $16,077 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,268
- Estimated Expense Ratio: 0.385% 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 | $159,267 | $90,330 | — | — | — |
| 2023 | $125,257 | $68,143 | — | — | — |
| 2022 | $77,767 | $4,910 | — | — | — |