# Gladly Software, INC. DC Plan
Source: https://planprovider.pro/companies/gladly-software-inc-plan-001

> Gladly Software, INC.'s DC plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gladly Software, INC.

- **Sponsor EIN:** 471938875

- **Sponsor Address:** 423 BROADWAY, MILLBRAE, CA, 94030

- **Plan Type:** DC

- **Total Participants:** 166

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|166|$14.3M|$0|$2.1M|

| 2023|162|$10.7M|$365|$2.0M|

| 2022|149|$7.1M|$0|$1.8M|

## 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|

| FRANK RIMERMAN + CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK RIMERMAN + CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — 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|$20,438|—|—|—|—|

| 2023|$16,349|—|—|—|—|

| 2022|$16,515|—|$16,515|—|—|

## Similar Plans

- [Anomali Incorporated](https://planprovider.pro/companies/anomali-incorporated-401k-plan) — 167 participants

- [Domino Data Lab INC.](https://planprovider.pro/companies/domino-data-lab-inc-plan-001) — 168 participants

- [Singularity 6 Corporation](https://planprovider.pro/companies/singularity-6-corporation-401k-plan) — 163 participants

- [Qualified.Com, INC.](https://planprovider.pro/companies/qualified-com-inc-401k-plan) — 163 participants

- [Real-Time Innovations, INC.](https://planprovider.pro/companies/real-time-innovations-inc-401k-plan) — 170 participants

- [Alchemy Insights, INC.](https://planprovider.pro/companies/alchemy-insights-inc-plan) — 161 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gladly-software-inc-plan-001)

© 2026 PlanProvider.Pro