Plan Snapshot
- Plan Sponsor: Jfrog, INC.
- Sponsor EIN: 331224916
- Sponsor Address: 270 E CARIBBEAN DR, SUNNYVALE, CA, 940891007
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $40.7M
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 | 410 | $40.7M | $2.1M | $6.2M |
| 2023 | 380 | $28.7M | $1.6M | $4.9M |
| 2022 | 357 | $19.0M | $1.4M | $4.6M |
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 | $40,356 | — | $40,356 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $25,000 | — | $25,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,155 | — | $14,155 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $13,333 | — | $13,333 |
| BPM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BPM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,844
- Estimated Expense Ratio: 0.228% 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 | $92,844 | $52,488 | — | — | — |
| 2023 | $97,970 | $47,004 | — | — | — |
| 2022 | $79,464 | $6,280 | — | — | — |