Plan Snapshot
- Plan Sponsor: Ncino, INC.
- Sponsor EIN: 464353148
- Sponsor Address: 6770 PARKER FARM DRIVE, SUITE 300, WILMINGTON, NC, 28405
- Plan Type: 401(k)
- Total Participants: 1,363
- Total Assets: $110.3M
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 | 1,363 | $110.3M | $4.9M | $12.9M |
| 2023 | 1,345 | $85.5M | $5.2M | $13.2M |
| 2022 | 1,487 | $57.6M | $4.6M | $11.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,097 | — | $11,097 |
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,097
- Estimated Expense Ratio: 0.010% 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 | $11,097 | — | — | — | — |
| 2023 | $3,985 | — | — | — | — |
| 2022 | $6,890 | — | — | — | — |