Plan Snapshot
- Plan Sponsor: Planful, INC.
- Sponsor EIN: 431887396
- Sponsor Address: 150 SPEAR STREET, SUITE 1700, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 185 | $15.9M | $0 | $2.1M |
| 2023 | 153 | $12.9M | $0 | $1.9M |
| 2022 | 189 | $10.0M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| ABD REITREMENT SERVICES | INVESTMENT/FINANCIAL ADVI | $29,003 | — | $29,003 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,003
- Estimated Expense Ratio: 0.182% 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 | $30,711 | $29,004 | — | — | — |
| 2023 | $30,098 | $28,073 | — | — | — |
| 2022 | $28,265 | — | — | — | — |