Plan Snapshot
- Plan Sponsor: Cuyana, INC.
- Sponsor EIN: 364699920
- Sponsor Address: 291 GEARY STREET, SUITE 401, SAN FRANCISCO, CA, 94102
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 83 | $3.4M | $0 | $361,263 |
| 2023 | 106 | $2.8M | $0 | $421,375 |
| 2022 | 117 | $2.5M | $0 | $521,387 |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | RECORDKEEPER | $8,526 | — | $8,526 |
| AUDIT AND TAX SOLUTIONS, CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER
- AUDIT AND TAX SOLUTIONS, CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,526
- Estimated Expense Ratio: 0.254% 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 | $8,526 | $5,773 | — | — | — |
| 2023 | $6,962 | $6,962 | — | — | — |
| 2022 | $12,851 | $12,851 | — | — | — |