# Planful, INC. 401(k) Plan
Source: https://planprovider.pro/companies/planful-inc-plan-003

> Planful, INC.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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