Plan Snapshot
- Plan Sponsor: Camunda INC.
- Sponsor EIN: 383933355
- Sponsor Address: 101 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $12.7M
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 | 135 | $12.7M | $1.3M | $1.8M |
| 2023 | 113 | $8.6M | $966,311 | $1.3M |
| 2022 | 93 | $5.1M | $751,178 | $1.0M |
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 |
|---|---|---|---|---|
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $9,197 | $9,197 |
| GUIDELINE, INC. | RECORDKEEPER | $8,545 | — | $8,545 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,742
- Estimated Expense Ratio: 0.140% 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 | $9,488 | $8,404 | — | — | — |
| 2023 | $6,227 | $5,195 | — | — | — |
| 2022 | $3,186 | $3,186 | — | — | — |