Plan Snapshot
- Plan Sponsor: Farther Finance, INC.
- Sponsor EIN: 834348882
- Sponsor Address: 575 MARKET STREET 4TH FLOOR, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $7.0M
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 | 185 | $7.0M | $658,865 | $2.1M |
| 2023 | 123 | $2.7M | $379,858 | $838,614 |
| 2022 | 80 | $1.2M | $191,729 | $556,224 |
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 |
|---|---|---|---|---|
| GELTRUDE & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELTRUDE & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,766 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |