Plan Snapshot
- Plan Sponsor: Micro Strategies, INC.
- Sponsor EIN: 222464278
- Sponsor Address: 1140 PARSIPPANY BLVD, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $22.9M
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 | 97 | $22.9M | $243,153 | $1.0M |
| 2023 | 95 | $19.5M | $235,083 | $954,065 |
| 2022 | 104 | $16.8M | $222,839 | $945,002 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $3,994 | — | $3,994 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,994
- Estimated Expense Ratio: 0.017% 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 | $102,028 | $82,728 | $15,306 | $3,994 | — |
| 2023 | $96,308 | $70,046 | $16,262 | $10,000 | — |
| 2022 | $110,128 | $74,593 | $16,030 | — | $19,505 |