Plan Snapshot
- Plan Sponsor: Lookout, INC.
- Sponsor EIN: 020737613
- Sponsor Address: 2750 N 1ST ST, SAN JOES, CA, 95131
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $38.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 197 | $38.7M | $2,972 | $3.5M |
| 2023 | 295 | $35.2M | $0 | $4.7M |
| 2022 | 333 | $28.2M | $0 | $4.7M |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP. | Auditor | — | — | $0 |
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 | $45,986 | — | — | — | — |
| 2023 | $38,296 | — | $300 | $1,748 | — |
| 2022 | $74,011 | — | — | — | — |