Plan Snapshot
- Plan Sponsor: Perceptyx, INC.
- Sponsor EIN: 200006759
- Sponsor Address: 28765 SINGLE OAK DR #250, TEMECULA, CA, 92590
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $29.2M
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 | 289 | $29.2M | $1.1M | $3.3M |
| 2023 | 301 | $25.6M | $1.1M | $3.2M |
| 2022 | 339 | $22.1M | $1.1M | $3.1M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $111,523 | $89,375 | $22,148 | — | — |
| 2023 | $107,559 | $79,404 | $28,155 | — | — |
| 2022 | $100,321 | $69,908 | $30,413 | — | — |