Plan Snapshot
- Plan Sponsor: Learneo, INC.
- Sponsor EIN: 208176241
- Sponsor Address: 2000 SEAPORT BLVD FLOOR 3, REDWOOD CITY, CA, 94063
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $45.7M
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. |
|---|---|---|---|---|
| 2024 | 369 | $45.7M | $2.3M | $3.8M |
| 2023 | 243 | $37.0M | $2.0M | $4.8M |
| 2022 | 294 | $25.5M | $1.7M | $4.7M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $39,869 | $20,349 | — | — | — |
| 2023 | $35,378 | $16,373 | — | — | — |
| 2022 | $29,956 | $13,529 | $16,427 | — | — |