Plan Snapshot
- Plan Sponsor: Discopylabs
- Sponsor EIN: 942820965
- Sponsor Address: 48641 MILMONT DR, FREMONT, CA, 942820965
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $8.0M
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 | 246 | $8.0M | $72,788 | $772,038 |
| 2023 | 249 | $7.3M | $0 | $703,612 |
| 2022 | 284 | $5.8M | $0 | $713,899 |
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 |
|---|---|---|---|---|
| THREE BELL CAPITAL,LLC | SERVICE PROVIDER | — | $22,685 | $22,685 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,685
- Estimated Expense Ratio: 0.282% 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 | $7,450 | — | $7,450 | — | — |
| 2023 | $6,200 | — | $6,200 | — | — |
| 2022 | $4,950 | — | $4,950 | — | — |