# Myvest Corporation 401(k) Plan
Source: https://planprovider.pro/companies/myvest-corporation-401k-plan

> Myvest Corporation's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Myvest Corporation

- **Sponsor EIN:** 470902011

- **Sponsor Address:** 140 NEW MONTGOMERY ST, SAN FRANCISCO, CA, 94105

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $26.4M

## 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|120|$26.4M|$417,331|$2.1M|

| 2023|119|$19.8M|$425,352|$2.1M|

| 2022|123|$14.7M|$402,987|$1.8M|

## 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|

| BAKER TILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY](https://planprovider.pro/provider/baker-tilly-us-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|$4,587|$3,611|—|—|—|

| 2023|$3,997|$2,412|—|—|—|

| 2022|$4,664|$4,664|—|—|—|

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