# Auditboard, INC. 401(k) Plan
Source: https://planprovider.pro/companies/auditboard-inc-401k-plan

> Auditboard, INC.'s 401(k) plan: 704 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|

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