# Conversica, INC. 401(k) Plan
Source: https://planprovider.pro/companies/conversica-inc-401k-plan

> Conversica, INC.'s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|—|

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