Plan Snapshot
- Plan Sponsor: Guru Technologies, INC.
- Sponsor EIN: 463850194
- Sponsor Address: 121 SOUTH BROAD STREET #FLOOR 9, PHILADELPHIA, PA, 19107
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 60 | $6.2M | $0 | $834,115 |
| 2023 | 72 | $6.0M | $0 | $1.5M |
| 2022 | 135 | $4.7M | $0 | $1.7M |
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 — 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 | $32,560 | $32,560 | — | — | — |
| 2023 | $26,647 | $26,647 | — | — | — |
| 2022 | $21,152 | $21,152 | — | — | — |