Plan Snapshot
- Plan Sponsor: Jitterbit, INC.
- Sponsor EIN: 770613731
- Sponsor Address: 1301 MARINA VILLAGE PKWY STE 201, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $18.2M
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 | 133 | $18.2M | $494,935 | $2.3M |
| 2023 | 221 | $15.0M | $577,415 | $2.5M |
| 2022 | 164 | $9.3M | $0 | $1.5M |
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 | $41,238 | — | $41,238 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $9,214 | — | $9,214 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,452
- Estimated Expense Ratio: 0.277% 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 | $50,452 | $9,214 | — | — | — |
| 2023 | $41,097 | $6,130 | — | — | — |
| 2022 | $35,723 | $4,918 | — | — | — |