Plan Snapshot
- Plan Sponsor: Conversica, INC.
- Sponsor EIN: 812082659
- Sponsor Address: 1730 SOUTH EL CAMINO REAL,, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 80 | $16.0M | $552,555 | $1.4M |
| 2023 | 119 | $14.1M | $655,048 | $1.6M |
| 2022 | 155 | $11.7M | $807,523 | $1.8M |
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 | $51,623 | — | $51,623 |
| CONTINUUM ADVISORY LLC | ADVISOR | $42,507 | — | $42,507 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,130
- Estimated Expense Ratio: 0.589% 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 | $90,981 | $42,507 | — | — | — |
| 2023 | $71,985 | $34,786 | — | — | — |
| 2022 | $78,872 | — | — | — | — |