Plan Snapshot
- Plan Sponsor: Jumio Corporation
- Sponsor EIN: 812548998
- Sponsor Address: 100 MATHILDA PLACE, SUNNYVALE, CA, 94086
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 109
- Total Assets: $14.3M
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. |
|---|---|---|---|---|
| 2025 | 109 | $14.3M | $0 | $0 |
| 2024 | 61 | $11.8M | $325,787 | $1.8M |
| 2023 | 83 | $9.0M | $409,568 | $1.7M |
| 2022 | 116 | $7.6M | $464,171 | $1.8M |
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 | $14,087 | — | $14,087 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,506 | — | $7,506 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,593
- Estimated Expense Ratio: 0.151% 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 |
|---|---|---|---|---|---|
| 2025 | $2,385,350 | $7,506 | — | — | — |
| 2024 | $9,783 | $6,121 | — | — | — |
| 2023 | $13,652 | $7,132 | $300 | — | — |
| 2022 | $3,332 | $2,747 | — | — | — |