Plan Snapshot
- Plan Sponsor: G2 Software Systems, INC.
- Sponsor EIN: 330454802
- Sponsor Address: 4025 HANCOCK STREET, SUITE 105, SAN DIEGO, CA, 92110
- Plan Type: DC
- Total Participants: 169
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 169 | $28.4M | $0 | $2.1M |
| 2023 | 148 | $25.2M | $0 | $1.9M |
| 2022 | 135 | $20.1M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | ADVISOR | $37,394 | — | $37,394 |
| FIDELITY INVESTMENTS | RECORDKEEPER | $23,094 | — | $23,094 |
| NATIONAL BENEFIT SERVICES, LLC | OTHER SERVICES | $16,291 | — | $16,291 |
| HUTCHINSON AND BLOODGOOD LLP | Auditor | $16,291 | — | $16,291 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — ADVISOR
- FIDELITY INVESTMENTS — RECORDKEEPER
- HUTCHINSON AND BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,070
- Estimated Expense Ratio: 0.328% 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 | $76,779 | $37,394 | — | $16,291 | — |
| 2023 | $83,492 | $31,459 | — | $9,600 | — |
| 2022 | $69,555 | — | — | — | — |