Plan Snapshot
- Plan Sponsor: Ironclad, INC.
- Sponsor EIN: 471693307
- Sponsor Address: 650 CALIFORNIA STREET, SAN FRANCISCO, CA, 94108
- Plan Type: DC
- Total Participants: 483
- Total Assets: $34.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 483 | $34.2M | $0 | $6.9M |
| 2023 | 487 | $23.6M | $0 | $5.8M |
| 2022 | 476 | $12.8M | $0 | $4.8M |
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 | $66,633 | — | $66,633 |
| SILICON VALLEY RETIREMENT SERVICES | ADVISOR | $36,859 | — | $36,859 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SILICON VALLEY RETIREMENT SERVICES — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,492
- Estimated Expense Ratio: 0.303% 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 | $107,382 | $40,749 | — | — | — |
| 2023 | $69,891 | $23,047 | — | — | — |
| 2022 | $36,855 | $26 | — | — | — |