Plan Snapshot
- Plan Sponsor: Panzura LLC
- Sponsor EIN: 851049719
- Sponsor Address: 2261 MARKET STREET PMB 10749, SAN FRANCISCO, CA, 94114
- Plan Type: 401(k)
- Total Participants: 78
- 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 | 78 | $10.7M | $412,966 | $1.3M |
| 2023 | 120 | $10.1M | $593,395 | $1.9M |
| 2022 | 169 | $7.6M | $577,133 | $2.0M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, 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 | $31,397 | $21,076 | — | — | — |
| 2023 | $34,732 | $20,314 | — | — | — |
| 2022 | $15,435 | $6,740 | $8,695 | — | — |