Plan Snapshot
- Plan Sponsor: Worktango, INC.
- Sponsor EIN: 463734515
- Sponsor Address: 11801 DOMAIN BLVD, 3RD FLOOR, AUSTIN, TX, 78758
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $5.6M
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 | 56 | $5.6M | $86,872 | $832,812 |
| 2023 | 76 | $4.5M | $105,076 | $1.0M |
| 2022 | 95 | $3.2M | $53,743 | $1.1M |
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 |
|---|---|---|---|---|
| MAXWELL LOCKE & RITTER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAXWELL LOCKE & RITTER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,367 | $19,793 | $1,574 | — | — |
| 2023 | $20,315 | $18,425 | $1,890 | — | — |
| 2022 | $22,831 | $18,288 | $4,543 | — | — |