Plan Snapshot
- Plan Sponsor: Highspot, INC.
- Sponsor EIN: 465072122
- Sponsor Address: 2211 ELLIOTT AVE, SEATTLE, WA, 98121
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $55.9M
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 | 475 | $55.9M | $1.8M | $8.4M |
| 2023 | 574 | $48.4M | $2.7M | $10.3M |
| 2022 | 928 | $31.9M | $3.0M | $10.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,077 | — | $43,077 |
| CLARK NUBER PS | ACCOUNTANT/AUDITOR | $20,400 | — | $20,400 |
| USI ADVISORS, INC. | INVESTMENT ADVISOR | $15,682 | — | $15,682 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,157 | — | $8,157 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,316
- Estimated Expense Ratio: 0.156% 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 | $87,316 | $23,839 | — | $20,400 | — |
| 2023 | $47,011 | $8,047 | — | — | — |
| 2022 | $16,278 | $1,612 | — | — | — |