Plan Snapshot
- Plan Sponsor: Pioneer Works, INC
- Sponsor EIN: 462696776
- Sponsor Address: 835 HOWARD ST, SAN FRANCISCO, CA, 94103
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $9.8M
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 | 162 | $9.8M | $764,229 | $1.4M |
| 2023 | 163 | $7.5M | $733,031 | $1.3M |
| 2022 | 180 | $4.5M | $672,834 | $1.2M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | Recordkeeper | $10,289 | — | $10,289 |
| BENEFIT TRUST COMPANY | Custodian / Trustee | — | $7,101 | $7,101 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,390
- Estimated Expense Ratio: 0.178% 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 | $11,323 | $6,827 | — | — | — |
| 2023 | $8,918 | $4,626 | — | — | — |
| 2022 | $6,642 | $6,552 | $90 | — | — |