Plan Snapshot
- Plan Sponsor: Surveymonkey INC.
- Sponsor EIN: 371581003
- Sponsor Address: 910 PARK PL STE 300, SAN MATEO, CA, 94403
- Plan Type: 401(k)
- Total Participants: 524
- Total Assets: $126.3M
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 | 524 | $126.3M | $2.3M | $9.0M |
| 2023 | 578 | $112.4M | $2.7M | $10.7M |
| 2022 | 835 | $92.8M | $2.9M | $12.5M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE 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 | $32,115 | $8,446 | — | — | — |
| 2023 | $28,929 | $4,500 | $600 | — | — |
| 2022 | $46,063 | $1,193 | — | — | — |