Plan Snapshot
- Plan Sponsor: Fivetran INC.
- Sponsor EIN: 461571767
- Sponsor Address: 405 14TH STREET, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 646
- Total Assets: $69.1M
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. |
|---|---|---|---|---|
| 2024 | 646 | $69.1M | $4.4M | $10.5M |
| 2023 | 651 | $45.5M | $4.4M | $9.8M |
| 2022 | 774 | $26.4M | $3.8M | $8.2M |
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 |
|---|---|---|---|---|
| FRANKRIMERMAN COLLP | Auditor | $34,769 | — | $34,769 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANKRIMERMAN COLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,769
- Estimated Expense Ratio: 0.050% 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 | $61,908 | $23,021 | — | $34,769 | — |
| 2023 | $37,186 | $28,181 | $9,005 | — | — |
| 2022 | $4,480 | — | $4,480 | — | — |