Plan Snapshot
- Plan Sponsor: Birdeye INC.
- Sponsor EIN: 454835337
- Sponsor Address: 2479 E BAYSHORE RD, PALO ALTO, CA, 94303
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $10.5M
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 | 243 | $10.5M | $577,938 | $1.6M |
| 2023 | 340 | $8.0M | $416,242 | $1.5M |
| 2022 | 352 | $5.3M | $388,251 | $1.4M |
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 |
|---|---|---|---|---|
| DECIMAL, INC. | THIRD-PARTY RECORDKEEPER | $34,910 | — | $34,910 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,910
- Estimated Expense Ratio: 0.331% 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 | $37,594 | — | — | — | — |
| 2023 | $31,047 | — | — | — | — |
| 2022 | $26,297 | $1,483 | $24,814 | — | — |