Plan Snapshot
- Plan Sponsor: Intertrust Technologies Corporation
- Sponsor EIN: 521672106
- Sponsor Address: 2140 SHATTUCK AVENUE, BERKELEY, CA, 94704
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $23.0M
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 | 43 | $23.0M | $0 | $981,334 |
| 2023 | 52 | $20.8M | $0 | $949,975 |
| 2022 | 52 | $18.0M | $0 | $841,349 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
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 | $60,227 | $32,441 | — | — | — |
| 2023 | $55,305 | $31,278 | — | — | — |
| 2022 | $60,160 | $5,113 | — | — | — |