Plan Snapshot
- Plan Sponsor: Gradient Learning
- Sponsor EIN: 352645251
- Sponsor Address: 818 WEST 7TH STREET, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $9.6M
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 | 79 | $9.6M | $853,484 | $690,564 |
| 2023 | 72 | $7.5M | $848,205 | $697,419 |
| 2022 | 93 | $5.6M | $809,488 | $790,853 |
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 |
|---|---|---|---|---|
| WEGNER CPAS LLC | Auditor | — | — | $0 |
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 | $1,055 | — | $1,055 | — | — |
| 2023 | $2,221 | — | $2,221 | — | — |
| 2022 | $1,032 | — | $1,032 | — | — |