Plan Snapshot
- Plan Sponsor: Broadbase INC
- Sponsor EIN: 680067886
- Sponsor Address: 1471 SHORE ST, WEST SACRAMENTO, CA, 956913512
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $2.9M
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 | 278 | $2.9M | $179,956 | $247,465 |
| 2023 | 280 | $2.5M | $167,046 | $248,971 |
| 2022 | 271 | $1.9M | $154,235 | $241,637 |
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 |
|---|---|---|---|---|
| BFBA, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $25,502 | $16,176 | $8,466 | — | — |
| 2023 | $18,386 | $18,386 | — | — | — |
| 2022 | $14,362 | $8,336 | $6,026 | — | — |