Plan Snapshot
- Plan Sponsor: Mixpanel
- Sponsor EIN: 270231379
- Sponsor Address: PIER 1, BAY 2 THE EMBARCADERO, SAN FRANCISCO, CA, 941112028
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $30.6M
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 | 243 | $30.6M | $637,392 | $3.9M |
| 2023 | 257 | $23.8M | $746,185 | $4.0M |
| 2022 | 276 | $16.3M | $592,179 | $3.2M |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO | NONE | $77,383 | — | $77,383 |
| THE VANGUARD GROUP, INC. | NONE | $7,847 | — | $7,847 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,230
- Estimated Expense Ratio: 0.278% 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 | $85,230 | $77,383 | $7,847 | — | — |
| 2023 | $64,108 | $57,765 | $6,343 | — | — |
| 2022 | $54,664 | $49,941 | $4,723 | — | — |