Plan Snapshot
- Plan Sponsor: Doma Corporate, LLC
- Sponsor EIN: 365001646
- Sponsor Address: 101 MISSION STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 238
- Total Assets: $78.0M
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. |
|---|---|---|---|---|
| 2023 | 238 | $78.0M | $1.1M | $4.4M |
| 2022 | 1,061 | $88.1M | $4.3M | $10.0M |
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 | $104,572 | — | $104,572 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $9,982 | — | $9,982 |
| COOPER SAVAS LLC | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,554
- Estimated Expense Ratio: 0.158% 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 |
|---|---|---|---|---|---|
| 2023 | $123,404 | $9,982 | — | $9,000 | — |
| 2022 | $94,259 | $5,183 | — | — | — |