Plan Snapshot
- Plan Sponsor: Medallia, INC.
- Sponsor EIN: 770558353
- Sponsor Address: 6220 STONERIDGE MALL ROAD, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 1,030
- Total Assets: $212.7M
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 | 1,030 | $212.7M | $4.1M | $19.0M |
| 2023 | 1,195 | $183.1M | $4.9M | $21.3M |
| 2022 | 1,406 | $134.7M | $5.5M | $23.1M |
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 |
|---|---|---|---|---|
| BPM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM, LLP — 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 | $127,189 | $41,250 | $300 | — | — |
| 2023 | $147,145 | — | — | — | — |
| 2022 | $189,201 | — | — | — | — |