Plan Snapshot
- Plan Sponsor: Eugenus, INC.
- Sponsor EIN: 900440060
- Sponsor Address: 677 RIVER OAKS PARKWAY, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $21.2M
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 | 68 | $21.2M | $369,244 | $1.3M |
| 2023 | 71 | $17.4M | $386,589 | $1.3M |
| 2022 | 121 | $14.0M | $355,631 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $15,024 | — | $15,024 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $13,924 | — | $13,924 |
| PW PARTNERS LLC | AUDITOR | $5,725 | — | $5,725 |
| PW PARTNERS,LLC | Auditor | $5,725 | — | $5,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,398
- Estimated Expense Ratio: 0.190% 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 | $34,673 | $15,024 | — | $5,725 | — |
| 2023 | $23,311 | $12,282 | — | — | — |
| 2022 | — | — | — | — | — |