Plan Snapshot
- Plan Sponsor: Plaid INC.
- Sponsor EIN: 460820571
- Sponsor Address: 1098 HARRISON ST, SAN FRANCISCO, CA, 94103
- Plan Type: DC
- Total Participants: 855
- Total Assets: $84.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 855 | $84.7M | $0 | $14.1M |
| 2023 | 817 | $60.1M | $9,744 | $14.1M |
| 2022 | 1,044 | $41.4M | $0 | $13.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $32,438 | — | $32,438 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,438
- Estimated Expense Ratio: 0.038% 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 | $31,988 | — | — | — | — |
| 2023 | $60,275 | — | — | — | — |
| 2022 | $15,710 | — | — | — | — |