Plan Snapshot
- Plan Sponsor: Chargepoint INC.
- Sponsor EIN: 261080576
- Sponsor Address: 240 EAST HACIENDA AVE., CAMPBELL, CA, 95008
- Plan Type: DC
- Total Participants: 550
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 550 | $61.8M | $0 | $7.8M |
| 2023 | 883 | $55.6M | $0 | $11.2M |
| 2022 | 1,013 | $40.6M | $0 | $9.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $84,552 | — | $84,552 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,552
- Estimated Expense Ratio: 0.137% 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 | $84,552 | — | — | — | — |
| 2023 | $72,477 | — | — | — | — |
| 2022 | $21,718 | — | — | — | — |