# Kaseya Us, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kaseya-us-llc-401k-plan

> Kaseya Us, LLC's 401(k) plan: 2,342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kaseya Us, LLC

- **Sponsor EIN:** 460522543

- **Sponsor Address:** 701 BRICKELL AVENUE, SUITE 400, MIAMI, FL, 33131

- **Plan Type:** 401(k)

- **Total Participants:** 2,342

- **Total Assets:** $143.7M

## 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|2,342|$143.7M|$0|$13.7M|

| 2023|2,439|$139.2M|$2,788|$14.3M|

| 2022|1,285|$28.9M|$89|$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|

| NEWPORT CAPITAL GROUP|ADVISOR|$302,943|—|$302,943|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$109,434|—|$109,434|

| THOMPSON HINE|EMPLOYEE OF EMPLOYER|$61,537|—|$61,537|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,243|—|$21,243|

| GRASSI & CO., CPAS, P.C.|Auditor|$4,675|—|$4,675|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [THOMPSON HINE](https://planprovider.pro/provider/thompson-hine-llp) — EMPLOYEE OF EMPLOYER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GRASSI & CO., CPAS, P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $499,832

- **Estimated Expense Ratio:** 0.348% 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|$499,832|$324,186|—|$4,675|—|

| 2023|$351,079|$258,254|—|—|—|

| 2022|$92,089|—|—|—|—|

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