# Highspot, INC. 401(k) Plan
Source: https://planprovider.pro/companies/highspot-inc-401k-plan

> Highspot, INC.'s 401(k) plan: 475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/highspot-inc-401k-plan)

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