Plan Snapshot
- Plan Sponsor: Inscripta, INC.
- Sponsor EIN: 474648713
- Sponsor Address: 5720 STONERIDGE DRIVE SUITE 300, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $13.9M
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 | 52 | $13.9M | $382,512 | $910,255 |
| 2023 | 61 | $12.1M | $398,389 | $943,621 |
| 2022 | 96 | $11.1M | $963,145 | $2.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $2,228,884 | — | $15,109 | — | — |
| 2023 | $16,183 | $1,503 | — | — | — |
| 2022 | $48,904 | — | $48,904 | — | — |