Plan Snapshot
- Plan Sponsor: Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP
- Sponsor EIN: 770409988
- Sponsor Address: 550 ALLERTON ST, REDWOOD CITY, CA, 94063
- Plan Type: 401(k)
- Total Participants: 637
- Total Assets: $264.3M
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 | 637 | $264.3M | $8.6M | $11.2M |
| 2023 | 647 | $222.4M | $7.4M | $11.4M |
| 2022 | 774 | $174.1M | $6.5M | $11.0M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | NONE | $172,024 | — | $172,024 |
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $125,841 | — | $125,841 |
| ALLIANCE BERNSTEIN LP | NONE | $27,738 | — | $27,738 |
| MERRILL LYNCH | NONE | $14,737 | — | $14,737 |
| WITHUMSMITHBROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — NONE
- WITHUMSMITHBROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $340,340
- Estimated Expense Ratio: 0.129% 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 | $340,340 | $214,499 | — | — | — |
| 2023 | $263,018 | $157,537 | — | — | — |
| 2022 | $251,403 | $141,004 | — | — | $110,399 |