Plan Snapshot
- Plan Sponsor: Panopto, INC.
- Sponsor EIN: 208374771
- Sponsor Address: 600 RIVER AVENUE SUITE 100, PITTSBURGH, PA, 15212
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $10.7M
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 | 93 | $10.7M | $220,552 | $819,998 |
| 2023 | 93 | $10.6M | $285,287 | $1.2M |
| 2022 | 153 | $10.5M | $355,253 | $1.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $35,898 | — | $35,898 |
| MMLIS | INVESTMENT ADVISOR | $32,416 | — | $32,416 |
| THE ANGELL PENSION GROUP INC | TPA | — | $5,000 | $5,000 |
| LOUIS PLUNG & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,314
- Estimated Expense Ratio: 0.682% 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 | $100,505 | — | $68,389 | — | — |
| 2023 | $108,593 | $35,873 | $69,814 | — | — |
| 2022 | $88,019 | — | — | — | — |