Plan Snapshot
- Plan Sponsor: Deepintent, INC.
- Sponsor EIN: 811776810
- Sponsor Address: 4 BRYANT PARK, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 162 | $11.8M | $1.1M | $2.2M |
| 2023 | 139 | $8.3M | $863,190 | $1.7M |
| 2022 | 139 | $4.7M | $722,799 | $1.4M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $22,364 | — | $22,364 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,060 | — | $5,060 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,424
- Estimated Expense Ratio: 0.232% 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 | $27,424 | $22,364 | — | — | — |
| 2023 | $10,636 | $8,042 | — | — | — |
| 2022 | $11,525 | $7,068 | $4,457 | — | — |