Plan Snapshot
- Plan Sponsor: Next Fifteen Communications Corporation
- Sponsor EIN: 203013332
- Sponsor Address: 300 CALIFORNIA ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 1,027
- Total Assets: $132.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,027 | $132.8M | $3.8M | $10.6M |
| 2023 | 1,018 | $110.6M | $3.1M | $10.9M |
| 2022 | 1,066 | $88.0M | $2.8M | $9.6M |
| 2021 | 689 | $96.0M | $0 | $0 |
| 2020 | 349 | $36.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $149,625 | — | $149,625 |
| BAKER TILLY US, LLP | Auditor | $149,625 | — | $149,625 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $118,789 | — | $118,789 |
| MMA SECURITIES | ADVISOR | $92,818 | — | $92,818 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $37,227 | — | $37,227 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MMA SECURITIES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,084
- Estimated Expense Ratio: 0.413% 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 | $398,459 | $130,045 | — | $149,625 | — |
| 2023 | $194,011 | $105,746 | — | — | — |
| 2022 | $213,624 | $29,443 | — | — | — |
| 2021 | $133,443 | $15,129 | — | — | — |
| 2020 | $83,416 | $6,161 | — | — | — |