Plan Snapshot
- Plan Sponsor: Babylist, INC.
- Sponsor EIN: 453767218
- Sponsor Address: 1900 POWELL STREET, EMERYVILLE, CA, 94608
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $16.2M
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 | 297 | $16.2M | $1.2M | $3.1M |
| 2023 | 227 | $9.3M | $814,347 | $2.1M |
| 2022 | 151 | $4.0M | $510,018 | $1.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $82,884 | — | $82,884 |
| MMA SECURITIES LLC | Investment Advisor | $15,552 | $6 | $15,558 |
| PRINCIPAL SECURITIES INC | Other Service Provider | — | $11,168 | $11,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,610
- Estimated Expense Ratio: 0.678% 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 | $98,439 | $15,555 | $82,884 | — | — |
| 2023 | $63,365 | — | $63,365 | — | — |
| 2022 | $31,539 | — | $31,539 | — | — |