# Nuna, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nuna-inc-401k-plan

> Nuna, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nuna, INC.

- **Sponsor EIN:** 800570221

- **Sponsor Address:** 370 TOWNSEND STREET, SAN FRANCISCO, CA, 94107

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

- **Total Participants:** 155

- **Total Assets:** $25.6M

## 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|155|$25.6M|$1.4M|$3.0M|

| 2023|161|$21.8M|$1.4M|$3.4M|

| 2022|232|$14.1M|$1.2M|$2.8M|

## 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|

| GERBER KAWASAKI, INC.|INVESTMENT/FINANCIAL ADVI|$44,862|—|$44,862|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](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:** $44,862

- **Estimated Expense Ratio:** 0.175% 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|$49,738|$44,862|—|—|—|

| 2023|$36,359|$32,694|—|—|—|

| 2022|$27,619|—|—|—|—|

## Similar Plans

- [Bitwarden INC.](https://planprovider.pro/companies/bitwarden-inc-401k-plan) — 152 participants

- [Jade Global INC.](https://planprovider.pro/companies/jade-global-inc-401k-plan) — 152 participants

- [Project Affinity, INC.](https://planprovider.pro/companies/project-affinity-inc-401k-plan) — 151 participants

- [Denodo Technologies INC](https://planprovider.pro/companies/denodo-technologies-inc-401k-plan) — 160 participants

- [Cognitive Medical Systems, INC.](https://planprovider.pro/companies/cognitive-medical-systems-inc-plan) — 150 participants

- [Code For America Labs, INC.](https://planprovider.pro/companies/code-for-america-labs-inc-plan-001) — 161 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nuna-inc-401k-plan)

© 2026 PlanProvider.Pro