Plan Snapshot
- Plan Sponsor: Canary Technologies Corp
- Sponsor EIN: 831531592
- Sponsor Address: 2627 CLAY STREET, SAN FRANCISCO, CA, 94115
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 187
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2025 | 187 | $4.4M | $0 | $0 |
| 2024 | 106 | $2.3M | $0 | $678,649 |
| 2023 | 70 | $1.1M | $0 | $413,592 |
| 2022 | 46 | $529,704 | $0 | $284,775 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE 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 |
|---|---|---|---|---|---|
| 2025 | $195,726 | $3,864 | — | — | — |
| 2024 | $8,007 | — | — | — | — |
| 2023 | $50,881 | — | — | — | — |
| 2022 | $54,596 | — | — | — | — |