Plan Snapshot
- Plan Sponsor: Calsoft Labs, INC.
- Sponsor EIN: 900642783
- Sponsor Address: 2890 ZANKER ROAD, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 183
- 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 | 183 | $2.9M | $17,509 | $420,204 |
| 2023 | 182 | $2.4M | $25,217 | $362,387 |
| 2022 | 201 | $2.0M | $5,207 | $340,110 |
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 |
|---|---|---|---|---|
| CHUGH CPAS, 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 | $2,960 | — | $2,960 | — | — |
| 2023 | $3,471 | — | $3,471 | — | — |
| 2022 | $3,369 | — | $3,369 | — | — |