# Birdeye INC. 401(k) Plan
Source: https://planprovider.pro/companies/birdeye-inc-401k-plan

> Birdeye INC.&#39;s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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