Plan Snapshot
- Plan Sponsor: Frank, Rimerman + Co. LLP
- Sponsor EIN: 941341042
- Sponsor Address: 60 SOUTH MARKET SUITE 500, SAN JOSE, CA, 95113
- Plan Type: 401(k)
- Total Participants: 791
- Total Assets: $109.1M
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 | 791 | $109.1M | $2.7M | $8.2M |
| 2023 | 720 | $88.0M | $2.4M | $7.5M |
| 2022 | 648 | $67.4M | $2.1M | $6.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — 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 | $117,532 | $68,246 | — | — | — |
| 2023 | $91,416 | $56,772 | — | — | — |
| 2022 | $93,888 | $54,993 | $38,895 | — | — |