Plan Snapshot
- Plan Sponsor: Plantronics, INC.
- Sponsor EIN: 770207692
- Sponsor Address: 345 ENCINAL ST., SANTA CRUZ, CA, 95060
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $441,384 | $0 |
| 2022 | 1,406 | $272.1M | $8.0M | $15.1M |
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 |
|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | INVESTMENT ADVISOR | $125,384 | — | $125,384 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $44,090 | — | $44,090 |
| MOSSADAMS | ACCOUNTANT/AUDITOR | $34,650 | — | $34,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSSADAMS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,124
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 |
|---|---|---|---|---|---|
| 2023 | -$113,664 | $60,386 | $1,500 | $67,725 | — |
| 2022 | $34,667 | $44,090 | — | — | — |