Plan Snapshot
- Plan Sponsor: Pdf Solutions, INC.
- Sponsor EIN: 251701361
- Sponsor Address: 2858 DE LA CRUZ BLVD., SANTA CLARA, CA, 95050
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $95.6M
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 | 260 | $95.6M | $1.7M | $5.4M |
| 2023 | 245 | $74.3M | $1.6M | $4.9M |
| 2022 | 232 | $56.8M | $1.3M | $4.5M |
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 | $28,448 | — | $28,448 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,093 | — | $16,093 |
| FRANK, RIMERMAN CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FRANK, RIMERMAN CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,541
- Estimated Expense Ratio: 0.047% 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 | $44,541 | $16,093 | — | — | — |
| 2023 | $38,531 | $10,166 | — | — | — |
| 2022 | $35,601 | $7,630 | — | — | — |