# Captivateiq, INC. 401(k) Plan
Source: https://planprovider.pro/companies/captivateiq-inc-plan-001

> Captivateiq, INC.'s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Captivateiq, INC.

- **Sponsor EIN:** 823069380

- **Sponsor Address:** 548 MARKET ST, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 206

- **Total Assets:** $9.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|206|$9.5M|$0|$2.2M|

| 2023|209|$7.4M|$0|$2.5M|

| 2022|244|$4.8M|$0|$2.3M|

## 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|

| GUIDELINE, INC.|RECORDKEEPER|$10,200|—|$10,200|

| BENEFIT TRUST COMPANY|CUSTODIAN|—|$6,923|$6,923|

| FRANK, RIMERMAN + CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GUIDELINE, INC.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [FRANK, RIMERMAN + CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,123

- **Estimated Expense Ratio:** 0.179% 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|$11,274|$6,598|—|—|—|

| 2023|$59,710|$4,850|—|—|—|

| 2022|$3,748|$3,748|—|—|—|

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